CWM
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Chicago Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Chicago Wealth Management’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
-7,788
Closed -$2.1M – 45
2023
Q3 		$2.1M Buy
+7,788
New +$2.21M 1.65% 18

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Chicago Wealth Management's VCR Position: Q4 2023 in Review

Chicago Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2023, closing a stake of 7,788 shares — an estimated $2.1M sold.

Chicago Wealth Management first reported a position in VCR in Q3 2023 and held it in 1 quarter. The position peaked at $2.1M in Q3 2023. 435 funds tracked by Wall St. Rank hold VCR as of Q4 2023.

  • Chicago Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
  • Chicago Wealth Management sold 7,788 Vanguard Consumer Discretionary ETF shares in Q4 2023, an estimated $2.1M.
  • Chicago Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2023 and held it in 1 quarter.
  • Chicago Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $2.1M in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2023.

Based on Chicago Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.