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HeadInvest LLC’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-205
Closed -$55.2K – 677
2023
Q3 		$55.2K Buy
+205
New +$58.2K 0.01% 336

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

HeadInvest LLC's VCR Position: Q4 2023 in Review

HeadInvest LLC sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2023, closing a stake of 205 shares — an estimated $55.2K sold.

HeadInvest LLC first reported a position in VCR in Q3 2023 and held it in 1 quarter. The position peaked at $55.2K in Q3 2023. 435 funds tracked by Wall St. Rank hold VCR as of Q4 2023.

  • HeadInvest LLC reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 205 Vanguard Consumer Discretionary ETF shares in Q4 2023, an estimated $55.2K.
  • HeadInvest LLC first reported a position in Vanguard Consumer Discretionary ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Vanguard Consumer Discretionary ETF position peaked at $55.2K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.