Financial Insights’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Financial Insights’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	–	Sell	-887	Closed	-$202K	–	128
2022 Q2	$202K	Buy	887 +1	+0.1%	+$261	0.21%	81
2022 Q1	$270K	Hold	886	–	–	0.25%	65
2021 Q4	$302K	Sell	886 -8	-0.9%	-$2.69K	0.26%	63
2021 Q3	$277K	Sell	894 -40	-4%	-$12.7K	0.25%	65
2021 Q2	$293K	Sell	934 -19	-2%	-$5.83K	0.24%	62
2021 Q1	$281K	Hold	953	–	–	0.21%	66
2020 Q4	$262K	Sell	953 -208	-18%	-$52.8K	0.2%	65
2020 Q3	$272K	Sell	1,161 -3,427	-75%	-$777K	0.23%	57
2020 Q2	$232K	Buy	+4,588	New	+$827K	0.21%	65
2020 Q1	–	Sell	-1,118	Closed	-$212K	–	82
2019 Q4	$212K	Buy	+1,118	New	+$205K	0.19%	77

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

Financial Insights's VCR Position: Q3 2022 in Review

Financial Insights sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2022, closing a stake of 887 shares — an estimated $202K sold.

Financial Insights first reported a position in VCR in Q4 2019 and held it in 10 quarters. The position peaked at $302K in Q4 2021. 364 funds tracked by Wall St. Rank hold VCR as of Q3 2022.

Financial Insights reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
Financial Insights sold 887 Vanguard Consumer Discretionary ETF shares in Q3 2022, an estimated $202K.
Financial Insights first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and held it in 10 quarters.
Financial Insights's Vanguard Consumer Discretionary ETF position peaked at $302K in Q4 2021.
364 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2022.

Based on Financial Insights's 13F filing for Q3 2022, filed 27 Oct 2022.