GWM
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Greenhouse Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Greenhouse Wealth Management’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
2021
Q1 		– Sell
-341
Closed -$94K – 120
2020
Q4 		$94K Buy
+341
New +$86.6K 0.09% 84

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Greenhouse Wealth Management's VCR Position: Q1 2021 in Review

Greenhouse Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2021, closing a stake of 341 shares — an estimated $94K sold.

Greenhouse Wealth Management first reported a position in VCR in Q4 2020 and held it in 1 quarter. The position peaked at $94K in Q4 2020. 362 funds tracked by Wall St. Rank hold VCR as of Q1 2021.

  • Greenhouse Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
  • Greenhouse Wealth Management sold 341 Vanguard Consumer Discretionary ETF shares in Q1 2021, an estimated $94K.
  • Greenhouse Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and held it in 1 quarter.
  • Greenhouse Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $94K in Q4 2020.
  • 362 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2021.

Based on Greenhouse Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.