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Dougherty Wealth Advisers’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Dougherty Wealth Advisers’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
-7
Closed -$2K – 143
2021
Q3 		$2K Buy
+7
New +$2.22K ﹤0.01% 139

Other funds holding VCR

Bank of America
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
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

Dougherty Wealth Advisers's VCR Position: Q4 2021 in Review

Dougherty Wealth Advisers sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2021, closing a stake of 7 shares — an estimated $2K sold.

Dougherty Wealth Advisers first reported a position in VCR in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 462 funds tracked by Wall St. Rank hold VCR as of Q4 2021.

  • Dougherty Wealth Advisers reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2021 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 7 Vanguard Consumer Discretionary ETF shares in Q4 2021, an estimated $2K.
  • Dougherty Wealth Advisers first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and held it in 1 quarter.
  • Dougherty Wealth Advisers's Vanguard Consumer Discretionary ETF position peaked at $2K in Q3 2021.
  • 462 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2021, filed 27 Jan 2022.