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Concord Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Concord Wealth 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
Q1 		– Sell
-3
Closed -$657 – 1232
2022
Q4 		$657 Buy
+3
New +$703 ﹤0.01% 1136

Other funds holding VCR

Bank of America
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Concord Wealth Partners's VCR Position: Q1 2023 in Review

Concord Wealth Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2023, closing a stake of 3 shares — an estimated $657 sold.

Concord Wealth Partners first reported a position in VCR in Q4 2022 and held it in 1 quarter. The position peaked at $657 in Q4 2022. 383 funds tracked by Wall St. Rank hold VCR as of Q1 2023.

  • Concord Wealth Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 3 Vanguard Consumer Discretionary ETF shares in Q1 2023, an estimated $657.
  • Concord Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's Vanguard Consumer Discretionary ETF position peaked at $657 in Q4 2022.
  • 383 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.