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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Everett Harris & Co's VCR Position: Q4 2022 in Review

Everett Harris & Co sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2022, closing a stake of 1,250 shares — an estimated $294K sold.

Everett Harris & Co first reported a position in VCR in Q1 2020 and held it in 11 quarters. The position peaked at $434K in Q4 2021. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

Everett Harris & Co reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Everett Harris & Co sold 1,250 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $294K.
Everett Harris & Co first reported a position in Vanguard Consumer Discretionary ETF in Q1 2020 and held it in 11 quarters.
Everett Harris & Co's Vanguard Consumer Discretionary ETF position peaked at $434K in Q4 2021.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Everett Harris & Co's 13F filing for Q4 2022, filed 20 Jan 2023.