Carmel Capital Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Carmel Capital Partners’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-150	Closed	-$40.4K	–	672
2023 Q3	$40.4K	Hold	150	–	–	0.02%	259
2023 Q2	$42.5K	Hold	150	–	–	0.02%	215
2023 Q1	$37.9K	Buy	+150	New	+$36.5K	0.02%	258

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Carmel Capital Partners's VCR Position: Q4 2023 in Review

Carmel Capital Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2023, closing a stake of 150 shares — an estimated $40.4K sold.

Carmel Capital Partners first reported a position in VCR in Q1 2023 and held it in 3 quarters. The position peaked at $42.5K in Q2 2023. 435 funds tracked by Wall St. Rank hold VCR as of Q4 2023.

Carmel Capital Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 150 Vanguard Consumer Discretionary ETF shares in Q4 2023, an estimated $40.4K.
Carmel Capital Partners first reported a position in Vanguard Consumer Discretionary ETF in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Vanguard Consumer Discretionary ETF position peaked at $42.5K in Q2 2023.
435 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.