Doyle Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Doyle Wealth Management’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 Q3	$481K	Hold	2,046	–	–	0.04%	132
2022 Q2	$465K	Buy	2,046 +602	+42%	+$157K	0.04%	139
2022 Q1	$441K	Buy	1,444 +4	+0.3%	+$1.22K	0.03%	162
2021 Q4	$491K	Sell	1,440 -33	-2%	-$11.1K	0.04%	144
2021 Q3	$456K	Hold	1,473	–	–	0.04%	146
2021 Q2	$462K	Buy	1,473 +1	+0.1%	+$307	0.04%	146
2021 Q1	$435K	Sell	1,472 -41	-3%	-$11.9K	0.04%	148
2020 Q4	$416K	Sell	1,513 -10	-0.7%	-$2.54K	0.04%	145
2020 Q3	$357K	Sell	1,523 -44	-3%	-$9.98K	0.04%	137
2020 Q2	$313K	Sell	1,567 -133	-8%	-$24K	0.04%	137
2020 Q1	$247K	Sell	1,700 -29	-2%	-$5.2K	0.04%	154
2019 Q4	$328K	Sell	1,729 -194	-10%	-$35.5K	0.04%	153
2019 Q3	$346K	Hold	1,923	–	–	0.05%	145
2019 Q2	$345K	Buy	1,923 +2	+0.1%	+$353	0.05%	142
2019 Q1	$341K	Buy	1,921 +201	+12%	+$33.2K	0.05%	139
2018 Q4	$259K	Buy	1,720 +541	+46%	+$87.7K	0.04%	157
2018 Q3	$213K	Buy	+1,179	New	+$208K	0.03%	185
2018 Q2	–	Sell	-1,262	Closed	-$200K	–	191
2018 Q1	$200K	Buy	+1,262	New	+$206K	0.03%	160

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Doyle Wealth Management's VCR Position: Q3 2022 in Review

Doyle Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2022 at 2,046 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #132.

Doyle Wealth Management first reported a position in VCR in Q1 2018 and has held it in 18 quarters since. The position peaked at $491K in Q4 2021. 364 funds tracked by Wall St. Rank hold VCR as of Q3 2022.

Doyle Wealth Management held 2,046 shares of Vanguard Consumer Discretionary ETF worth $481K as of Q3 2022.
Doyle Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2022.
Vanguard Consumer Discretionary ETF made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #132 holding.
Doyle Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2018 and has held it in 18 quarters since.
Doyle Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $491K in Q4 2021.
364 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.