CPC
VCR icon

Consolidated Planning Corp’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-1
Closed – – 425
2021
Q3 		$0 Buy
+1
New +$317 ﹤0.01% 493

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ETC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Consolidated Planning Corp's VCR Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2021, closing a stake of 1 share.

Consolidated Planning Corp first reported a position in VCR in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 462 funds tracked by Wall St. Rank hold VCR as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 1 Vanguard Consumer Discretionary ETF share in Q4 2021.
  • Consolidated Planning Corp first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Vanguard Consumer Discretionary ETF position peaked at $0 in Q3 2021.
  • 462 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.