Graves Light Lenhart Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-400	Closed	-$91K	–	584
2022 Q2	$91K	Hold	400	–	–	0.01%	244
2022 Q1	$122K	Hold	400	–	–	0.02%	235
2021 Q4	$136K	Hold	400	–	–	0.02%	244
2021 Q3	$124K	Hold	400	–	–	0.02%	247
2021 Q2	$126K	Hold	400	–	–	0.02%	239
2021 Q1	$118K	Hold	400	–	–	0.02%	249
2020 Q4	$110K	Buy	+400	New	+$102K	0.02%	247

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Graves Light Lenhart Wealth's VCR Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2022, closing a stake of 400 shares — an estimated $91K sold.

Graves Light Lenhart Wealth first reported a position in VCR in Q4 2020 and held it in 7 quarters. The position peaked at $136K in Q4 2021. 364 funds tracked by Wall St. Rank hold VCR as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 400 Vanguard Consumer Discretionary ETF shares in Q3 2022, an estimated $91K.
Graves Light Lenhart Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Vanguard Consumer Discretionary ETF position peaked at $136K in Q4 2021.
364 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.