Dixon Hubard Feinour & Brown’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	–	Sell	-858	Closed	-$262K	–	310
2022 Q1	$262K	Sell	858 -60	-7%	-$18.3K	0.03%	273
2021 Q4	$313K	Buy	+918	New	+$308K	0.03%	260
2017 Q3	–	Sell	-4,020	Closed	-$571K	–	193
2017 Q2	$571K	Buy	+4,020	New	+$567K	0.17%	110
2016 Q2	–	Sell	-7,760	Closed	-$962K	–	172
2016 Q1	$962K	Buy	7,760 +320	+4%	+$37.2K	0.31%	88
2015 Q4	$912K	Sell	7,440 -910	-11%	-$113K	0.29%	87
2015 Q3	$984K	Hold	8,350	–	–	0.36%	70
2015 Q2	$1.04M	Hold	8,350	–	–	0.32%	82
2015 Q1	$1.02M	Hold	8,350	–	–	0.3%	84
2014 Q4	$976K	Buy	+8,350	New	+$934K	0.3%	88
2014 Q2	–	Sell	-9,150	Closed	-$968K	–	197
2014 Q1	$968K	Buy	9,150 +3,650	+66%	+$386K	0.34%	76
2013 Q4	$594K	Buy	5,500 +1,000	+22%	+$103K	0.22%	104
2013 Q3	$445K	Buy	+4,500	New	+$432K	0.19%	106

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Dixon Hubard Feinour & Brown's VCR Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2022, closing a stake of 858 shares — an estimated $262K sold.

Dixon Hubard Feinour & Brown first reported a position in VCR in Q3 2013 and held it in 12 quarters. The position peaked at $1.04M in Q2 2015. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

Dixon Hubard Feinour & Brown reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Dixon Hubard Feinour & Brown sold 858 Vanguard Consumer Discretionary ETF shares in Q2 2022, an estimated $262K.
Dixon Hubard Feinour & Brown first reported a position in Vanguard Consumer Discretionary ETF in Q3 2013 and held it in 12 quarters.
Dixon Hubard Feinour & Brown's Vanguard Consumer Discretionary ETF position peaked at $1.04M in Q2 2015.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.