Financial Management Professionals’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Financial Management Professionals’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
2023 Q2	–	Sell	-507	Closed	-$128K	–	1123
2023 Q1	$128K	Buy	+507	New	+$123K	0.02%	167
2022 Q1	–	Sell	-12,838	Closed	-$4.37M	–	1162
2021 Q4	$4.37M	Buy	+12,838	New	+$4.31M	0.93%	29
2021 Q2	–	Sell	-8,671	Closed	-$2.56M	–	963
2021 Q1	$2.56M	Sell	8,671 -10,212	-54%	-$2.96M	0.69%	27
2020 Q4	$5.2M	Sell	18,883 -585	-3%	-$149K	1.46%	15
2020 Q3	$4.57M	Buy	19,468 +10,366	+114%	+$2.35M	1.63%	15
2020 Q2	$1.82M	Buy	+9,102	New	+$1.64M	0.63%	23

Other funds holding VCR

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Management Professionals's VCR Position: Q2 2023 in Review

Financial Management Professionals sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2023, closing a stake of 507 shares — an estimated $128K sold.

Financial Management Professionals first reported a position in VCR in Q2 2020 and held it in 6 quarters. The position peaked at $5.2M in Q4 2020. 406 funds tracked by Wall St. Rank hold VCR as of Q2 2023.

Financial Management Professionals reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 507 Vanguard Consumer Discretionary ETF shares in Q2 2023, an estimated $128K.
Financial Management Professionals first reported a position in Vanguard Consumer Discretionary ETF in Q2 2020 and held it in 6 quarters.
Financial Management Professionals's Vanguard Consumer Discretionary ETF position peaked at $5.2M in Q4 2020.
406 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.