Harrison & Co Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Harrison & Co 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
2022 Q4	$924K	Buy	4,219 +860	+26%	+$201K	0.89%	39
2022 Q3	$790K	Sell	3,359 -444	-12%	-$115K	0.84%	44
2022 Q2	$865K	Sell	3,803 -127	-3%	-$33.2K	0.82%	47
2022 Q1	$1.2M	Buy	3,930 +2	+0.1%	+$609	1.05%	25
2021 Q4	$1.34M	Buy	+3,928	New	+$1.32M	1.13%	19

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Harrison & Co Wealth Management's VCR Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Vanguard Consumer Discretionary ETF (VCR) stake by 26% in Q4 2022, buying an estimated $201K and bringing the position to 4,219 shares worth $924K. The position accounts for 0.89% of the portfolio, ranked #39.

Harrison & Co Wealth Management first reported a position in VCR in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2021. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

Harrison & Co Wealth Management held 4,219 shares of Vanguard Consumer Discretionary ETF worth $924K as of Q4 2022.
Harrison & Co Wealth Management bought 860 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $201K.
Vanguard Consumer Discretionary ETF made up 0.89% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #39 holding.
Harrison & Co Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $1.34M in Q4 2021.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.