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Crewe Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Crewe Advisors’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
2022
Q4 		– Sell
-133
Closed -$31K – 1286
2022
Q3 		$31K Buy
+133
New +$34.4K 0.01% 388

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Crewe Advisors's VCR Position: Q4 2022 in Review

Crewe Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2022, closing a stake of 133 shares — an estimated $31K sold.

Crewe Advisors first reported a position in VCR in Q3 2022 and held it in 1 quarter. The position peaked at $31K in Q3 2022. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

  • Crewe Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 133 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $31K.
  • Crewe Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2022 and held it in 1 quarter.
  • Crewe Advisors's Vanguard Consumer Discretionary ETF position peaked at $31K in Q3 2022.
  • 372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.