Guardian Wealth Advisors (North Carolina)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-191	Closed	-$60.7K	–	467
2024 Q1	$60.7K	Hold	191	–	–	0.01%	308
2023 Q4	$58.2K	Hold	191	–	–	0.01%	292
2023 Q3	$51.6K	Hold	191	–	–	0.01%	290
2023 Q2	$54.2K	Hold	191	–	–	0.01%	274
2023 Q1	$48.2K	Hold	191	–	–	0.01%	274
2022 Q4	$41.8K	Buy	+191	New	+$44.8K	0.01%	265
2022 Q3	–	Sell	-191	Closed	-$43K	–	376
2022 Q2	$43K	Buy	+191	New	+$49.9K	0.01%	239

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VCR Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2024, closing a stake of 191 shares — an estimated $60.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VCR in Q2 2022 and held it in 7 quarters. The position peaked at $60.7K in Q1 2024. 459 funds tracked by Wall St. Rank hold VCR as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 191 Vanguard Consumer Discretionary ETF shares in Q2 2024, an estimated $60.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Consumer Discretionary ETF in Q2 2022 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Consumer Discretionary ETF position peaked at $60.7K in Q1 2024.
459 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.