HC Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

HC Financial Advisors’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 Q2	$9K	Buy	+40	New	+$10.4K	0.01%	247
2022 Q1	–	Sell	-425	Closed	-$145K	–	340
2021 Q4	$145K	Buy	+425	New	+$143K	0.08%	93

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

HC Financial Advisors's VCR Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q2 2022: 40 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings. This is a return to the name: HC Financial Advisors previously reported a position in VCR as recently as Q4 2021.

HC Financial Advisors first reported a position in VCR in Q4 2021 and has held it in 2 quarters since. The position peaked at $145K in Q4 2021. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

HC Financial Advisors held 40 shares of Vanguard Consumer Discretionary ETF worth $9K as of Q2 2022.
Vanguard Consumer Discretionary ETF was a new HC Financial Advisors position in Q2 2022.
Vanguard Consumer Discretionary ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #247 holding.
HC Financial Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and has held it in 2 quarters since.
HC Financial Advisors's Vanguard Consumer Discretionary ETF position peaked at $145K in Q4 2021.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.