Everett Harris & Co’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Everett Harris & Co’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	-1,250	Closed	-$294K	–	266
2022 Q3	$294K	Hold	1,250	–	–	0.01%	209
2022 Q2	$284K	Sell	1,250 -25	-2%	-$6.53K	﹤0.01%	220
2022 Q1	$389K	Hold	1,275	–	–	0.01%	205
2021 Q4	$434K	Sell	1,275 -50	-4%	-$16.8K	0.01%	204
2021 Q3	$411K	Hold	1,325	–	–	0.01%	197
2021 Q2	$416K	Sell	1,325 -25	-2%	-$7.67K	0.01%	199
2021 Q1	$399K	Sell	1,350 -122	-8%	-$35.4K	0.01%	197
2020 Q4	$405K	Hold	1,472	–	–	0.01%	188
2020 Q3	$345K	Hold	1,472	–	–	0.01%	193
2020 Q2	$294K	Hold	1,472	–	–	0.01%	201
2020 Q1	$214K	Buy	+1,472	New	+$264K	0.01%	200

Other funds holding VCR

Bank of America

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

UBS Group Zurich, Switzerland $564B 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 $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return