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Global Wealth Strategies & Associates’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-10
Closed -$2.19K – 389
2022
Q4 		$2.19K Buy
+10
New +$2.34K ﹤0.01% 263

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Global Wealth Strategies & Associates's VCR Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2023, closing a stake of 10 shares — an estimated $2.19K sold.

Global Wealth Strategies & Associates first reported a position in VCR in Q4 2022 and held it in 1 quarter. The position peaked at $2.19K in Q4 2022. 383 funds tracked by Wall St. Rank hold VCR as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 10 Vanguard Consumer Discretionary ETF shares in Q1 2023, an estimated $2.19K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Vanguard Consumer Discretionary ETF position peaked at $2.19K in Q4 2022.
  • 383 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.