FourThought Financial’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

FourThought Financial’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
2022 Q3	$302K	Hold	1,286	–	–	0.04%	245
2022 Q2	$293K	Hold	1,286	–	–	0.04%	272
2022 Q1	$393K	Buy	+1,286	New	+$392K	0.05%	233

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

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

RJFSA

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

FSC

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

FourThought Financial's VCR Position: Q3 2022 in Review

FourThought Financial held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2022 at 1,286 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #245.

FourThought Financial first reported a position in VCR in Q1 2022 and has held it in 3 quarters since. The position peaked at $393K in Q1 2022. 364 funds tracked by Wall St. Rank hold VCR as of Q3 2022.

FourThought Financial held 1,286 shares of Vanguard Consumer Discretionary ETF worth $302K as of Q3 2022.
FourThought Financial left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2022.
Vanguard Consumer Discretionary ETF made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #245 holding.
FourThought Financial first reported a position in Vanguard Consumer Discretionary ETF in Q1 2022 and has held it in 3 quarters since.
FourThought Financial's Vanguard Consumer Discretionary ETF position peaked at $393K in Q1 2022.
364 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.