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Gratus Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Gratus Wealth Advisors’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
Q4 		– Sell
-11,330
Closed -$3.75M – 132
2024
Q3 		$3.75M Buy
11,330
+585
+5% +$187K 0.61% 23
2024
Q2 		$3.43M Sell
10,745
-213
-2% -$65.2K 0.59% 25
2024
Q1 		$3.23M Sell
10,958
-101
-0.9% -$30.8K 0.59% 25
2023
Q4 		$3.37M Buy
+11,059
New +$3.08M 0.66% 26

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gratus Wealth Advisors's VCR Position: Q4 2024 in Review

Gratus Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2024, closing a stake of 11,330 shares — an estimated $3.75M sold.

Gratus Wealth Advisors first reported a position in VCR in Q4 2023 and held it in 4 quarters. The position peaked at $3.75M in Q3 2024. 535 funds tracked by Wall St. Rank hold VCR as of Q4 2024.

  • Gratus Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
  • Gratus Wealth Advisors sold 11,330 Vanguard Consumer Discretionary ETF shares in Q4 2024, an estimated $3.75M.
  • Gratus Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and held it in 4 quarters.
  • Gratus Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $3.75M in Q3 2024.
  • 535 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2024.

Based on Gratus Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.