Fortis Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Fortis Advisors’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
2021 Q2	–	Sell	-50	Closed	-$15K	–	276
2021 Q1	$15K	Buy	+50	New	+$14.5K	0.01%	186
2019 Q4	–	Sell	-2,807	Closed	-$506K	–	331
2019 Q3	$506K	Hold	2,807	–	–	0.24%	44
2019 Q2	$504K	Buy	+2,807	New	+$496K	0.24%	48

Other funds holding VCR

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

BCMIO

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fortis Advisors's VCR Position: Q2 2021 in Review

Fortis Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2021, closing a stake of 50 shares — an estimated $15K sold.

Fortis Advisors first reported a position in VCR in Q2 2019 and held it in 3 quarters. The position peaked at $506K in Q3 2019. 382 funds tracked by Wall St. Rank hold VCR as of Q2 2021.

Fortis Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
Fortis Advisors sold 50 Vanguard Consumer Discretionary ETF shares in Q2 2021, an estimated $15K.
Fortis Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2019 and held it in 3 quarters.
Fortis Advisors's Vanguard Consumer Discretionary ETF position peaked at $506K in Q3 2019.
382 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2021.

Based on Fortis Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.