Covestor’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Covestor’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
2024 Q4	–	Sell	-29	Closed	-$10K	–	2787
2024 Q3	$10K	Sell	29 -1	-3%	-$319	0.01%	1589
2024 Q2	$10K	Buy	30 +2	+7%	+$613	0.01%	1571
2024 Q1	$9K	Buy	28 +24	+600%	+$7.32K	0.01%	1679
2023 Q4	$1K	Hold	4	–	–	﹤0.01%	2048
2023 Q3	$1K	Sell	4 -6	-60%	-$1.7K	﹤0.01%	2013
2023 Q2	$3K	Sell	10 -1	-9%	-$258	﹤0.01%	1779
2023 Q1	$3K	Hold	11	–	–	﹤0.01%	1716
2022 Q4	$2K	Buy	11 +1	+10%	+$234	﹤0.01%	1813
2022 Q3	$2K	Sell	10 -1	-9%	-$259	﹤0.01%	1749
2022 Q2	$3K	Sell	11 -2	-15%	-$522	﹤0.01%	1564
2022 Q1	$4K	Sell	13 -2	-13%	-$609	﹤0.01%	1571
2021 Q4	$5K	Buy	+15	New	+$5.04K	0.01%	1350

Other funds holding VCR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return