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Founders Financial Securities’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Founders Financial Securities’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
Q4 		– Sell
-2,094
Closed -$564K – 386
2023
Q3 		$564K Buy
+2,094
New +$594K 0.07% 201

Other funds holding VCR

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Founders Financial Securities's VCR Position: Q4 2023 in Review

Founders Financial Securities sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2023, closing a stake of 2,094 shares — an estimated $564K sold.

Founders Financial Securities first reported a position in VCR in Q3 2023 and held it in 1 quarter. The position peaked at $564K in Q3 2023. 435 funds tracked by Wall St. Rank hold VCR as of Q4 2023.

  • Founders Financial Securities reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
  • Founders Financial Securities sold 2,094 Vanguard Consumer Discretionary ETF shares in Q4 2023, an estimated $564K.
  • Founders Financial Securities first reported a position in Vanguard Consumer Discretionary ETF in Q3 2023 and held it in 1 quarter.
  • Founders Financial Securities's Vanguard Consumer Discretionary ETF position peaked at $564K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2023.

Based on Founders Financial Securities's 13F filing for Q4 2023, filed 6 Feb 2024.