First National Bank of South Miami’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

First National Bank of South Miami’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 Q1	–	Sell	-335	Closed	-$73K	–	274
2022 Q4	$73K	Hold	335	–	–	0.05%	179
2022 Q3	$79K	Hold	335	–	–	0.06%	178
2022 Q2	$76K	Hold	335	–	–	0.05%	182
2022 Q1	$102K	Hold	335	–	–	0.06%	180
2021 Q4	$114K	Hold	335	–	–	0.07%	175
2021 Q3	$104K	Hold	335	–	–	0.07%	167
2021 Q2	$105K	Buy	+335	New	+$103K	0.07%	166
2019 Q4	–	Sell	-400	Closed	-$71K	–	302
2019 Q3	$71K	Hold	400	–	–	0.07%	162
2019 Q2	$73K	Hold	400	–	–	0.07%	158
2019 Q1	$69K	Hold	400	–	–	0.07%	159
2018 Q4	$66K	Buy	+400	New	+$64.8K	0.06%	162

Other funds holding VCR

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

JMPWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

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

First National Bank of South Miami's VCR Position: Q1 2023 in Review

First National Bank of South Miami sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2023, closing a stake of 335 shares — an estimated $73K sold.

First National Bank of South Miami first reported a position in VCR in Q4 2018 and held it in 11 quarters. The position peaked at $114K in Q4 2021. 383 funds tracked by Wall St. Rank hold VCR as of Q1 2023.

First National Bank of South Miami reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
First National Bank of South Miami sold 335 Vanguard Consumer Discretionary ETF shares in Q1 2023, an estimated $73K.
First National Bank of South Miami first reported a position in Vanguard Consumer Discretionary ETF in Q4 2018 and held it in 11 quarters.
First National Bank of South Miami's Vanguard Consumer Discretionary ETF position peaked at $114K in Q4 2021.
383 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2023.

Based on First National Bank of South Miami's 13F filing for Q1 2023, filed 17 Apr 2023.