First Personal Financial Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

First Personal Financial Services’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	-167	Closed	-$36.6K	–	434
2022 Q4	$36.6K	Hold	167	–	–	0.01%	239
2022 Q3	$39K	Hold	167	–	–	0.01%	218
2022 Q2	$38K	Hold	167	–	–	0.01%	204
2022 Q1	$51K	Hold	167	–	–	0.01%	186
2021 Q4	$57K	Hold	167	–	–	0.01%	187
2021 Q3	$52K	Hold	167	–	–	0.01%	193
2021 Q2	$52K	Buy	+167	New	+$51.2K	0.01%	198

Other funds holding VCR

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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 22.9% 1-Year Est. Return

FSC

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

First Personal Financial Services's VCR Position: Q1 2023 in Review

First Personal Financial Services sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2023, closing a stake of 167 shares — an estimated $36.6K sold.

First Personal Financial Services first reported a position in VCR in Q2 2021 and held it in 7 quarters. The position peaked at $57K in Q4 2021. 382 funds tracked by Wall St. Rank hold VCR as of Q1 2023.

First Personal Financial Services reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
First Personal Financial Services sold 167 Vanguard Consumer Discretionary ETF shares in Q1 2023, an estimated $36.6K.
First Personal Financial Services first reported a position in Vanguard Consumer Discretionary ETF in Q2 2021 and held it in 7 quarters.
First Personal Financial Services's Vanguard Consumer Discretionary ETF position peaked at $57K in Q4 2021.
382 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2023.

Based on First Personal Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.