GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q4 		– Sell
-37
Closed -$11K – 1073
2021
Q3 		$11K Buy
+37
New +$11.7K ﹤0.01% 623

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VCR Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2021, closing a stake of 37 shares — an estimated $11K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VCR in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 462 funds tracked by Wall St. Rank hold VCR as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 37 Vanguard Consumer Discretionary ETF shares in Q4 2021, an estimated $11K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Consumer Discretionary ETF position peaked at $11K in Q3 2021.
  • 462 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.