Halpern Financial’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Halpern Financial’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 Q3	$13.1K	Buy	+39	New	+$12.5K	﹤0.01%	149

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

Halpern Financial's VCR Position: Q3 2024 in Review

Halpern Financial opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q3 2024: 39 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #149 among its holdings.

485 funds tracked by Wall St. Rank hold VCR as of Q3 2024.

Halpern Financial held 39 shares of Vanguard Consumer Discretionary ETF worth $13.1K as of Q3 2024.
Vanguard Consumer Discretionary ETF was a new Halpern Financial position in Q3 2024.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #149 holding.
485 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.