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Heritage Wealth Management (Arizona)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Heritage Wealth Management (Arizona)’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 		– Sell
-79
Closed -$19K – 1105
2022
Q3 		$19K Buy
+79
New +$20.4K 0.01% 545

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Heritage Wealth Management (Arizona)'s VCR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2022, closing a stake of 79 shares — an estimated $19K sold.

Heritage Wealth Management (Arizona) first reported a position in VCR in Q3 2022 and held it in 1 quarter. The position peaked at $19K in Q3 2022. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 79 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $19K.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Consumer Discretionary ETF in Q3 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Vanguard Consumer Discretionary ETF position peaked at $19K in Q3 2022.
  • 372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.