D'Orazio & Associates’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

D'Orazio & Associates’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
2020 Q3	–	Sell	-154	Closed	-$31K	–	359
2020 Q2	$31K	Hold	154	–	–	0.01%	172
2020 Q1	$22K	Hold	154	–	–	0.01%	183
2019 Q4	$29K	Hold	154	–	–	0.01%	187
2019 Q3	$28K	Hold	154	–	–	0.01%	186
2019 Q2	$28K	Hold	154	–	–	0.01%	174
2019 Q1	$27K	Hold	154	–	–	0.01%	179
2018 Q4	$23K	Hold	154	–	–	0.01%	168
2018 Q3	$28K	Hold	154	–	–	0.01%	161
2018 Q2	$26K	Hold	154	–	–	0.01%	158
2018 Q1	$24K	Buy	+154	New	+$25.2K	0.01%	158

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

D'Orazio & Associates's VCR Position: Q3 2020 in Review

D'Orazio & Associates sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2020, closing a stake of 154 shares — an estimated $31K sold.

D'Orazio & Associates first reported a position in VCR in Q1 2018 and held it in 10 quarters. The position peaked at $31K in Q2 2020. 319 funds tracked by Wall St. Rank hold VCR as of Q3 2020.

D'Orazio & Associates reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2020 after selling out during the quarter.
D'Orazio & Associates sold 154 Vanguard Consumer Discretionary ETF shares in Q3 2020, an estimated $31K.
D'Orazio & Associates first reported a position in Vanguard Consumer Discretionary ETF in Q1 2018 and held it in 10 quarters.
D'Orazio & Associates's Vanguard Consumer Discretionary ETF position peaked at $31K in Q2 2020.
319 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2020.

Based on D'Orazio & Associates's 13F filing for Q3 2020, filed 19 Oct 2020.