GLLW
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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 – 586
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $75B AUM 31.89% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return