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

Fortis Capital 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
2023 Q2	–	Sell	-22	Closed	-$5.56K	–	606
2023 Q1	$5.56K	Buy	+22	New	+$5.36K	﹤0.01%	493

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 $1.59B AUM 11.62% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Fortis Capital Advisors's VCR Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2023, closing a stake of 22 shares — an estimated $5.56K sold.

Fortis Capital Advisors first reported a position in VCR in Q1 2023 and held it in 1 quarter. The position peaked at $5.56K in Q1 2023. 406 funds tracked by Wall St. Rank hold VCR as of Q2 2023.

Fortis Capital Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 22 Vanguard Consumer Discretionary ETF shares in Q2 2023, an estimated $5.56K.
Fortis Capital Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2023 and held it in 1 quarter.
Fortis Capital Advisors's Vanguard Consumer Discretionary ETF position peaked at $5.56K in Q1 2023.
406 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.