Gradient Investments’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-61	Closed	-$18.6K	–	1815
2023 Q4	$18.6K	Hold	61	–	–	﹤0.01%	715
2023 Q3	$16.4K	Hold	61	–	–	﹤0.01%	708
2023 Q2	$17.3K	Hold	61	–	–	﹤0.01%	716
2023 Q1	$15.4K	Hold	61	–	–	﹤0.01%	722
2022 Q4	$13.4K	Buy	+61	New	+$14.3K	﹤0.01%	758
2018 Q4	–	Sell	-29	Closed	-$5K	–	1099
2018 Q3	$5K	Buy	+29	New	+$5.12K	﹤0.01%	751
2016 Q4	–	Sell	-81	Closed	-$10K	–	799
2016 Q3	$10K	Buy	+81	New	+$10.2K	﹤0.01%	457

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gradient Investments's VCR Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2024, closing a stake of 61 shares — an estimated $18.6K sold.

Gradient Investments first reported a position in VCR in Q3 2016 and held it in 7 quarters. The position peaked at $18.6K in Q4 2023. 442 funds tracked by Wall St. Rank hold VCR as of Q1 2024.

Gradient Investments reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 61 Vanguard Consumer Discretionary ETF shares in Q1 2024, an estimated $18.6K.
Gradient Investments first reported a position in Vanguard Consumer Discretionary ETF in Q3 2016 and held it in 7 quarters.
Gradient Investments's Vanguard Consumer Discretionary ETF position peaked at $18.6K in Q4 2023.
442 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.