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Hibernia Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Hibernia Wealth Partners’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
-93
Closed -$25.1K – 320
2023
Q3 		$25.1K Buy
+93
New +$26.4K 0.02% 117

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

Hibernia Wealth Partners's VCR Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2023, closing a stake of 93 shares — an estimated $25.1K sold.

Hibernia Wealth Partners first reported a position in VCR in Q3 2023 and held it in 1 quarter. The position peaked at $25.1K in Q3 2023. 435 funds tracked by Wall St. Rank hold VCR as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 93 Vanguard Consumer Discretionary ETF shares in Q4 2023, an estimated $25.1K.
  • Hibernia Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Vanguard Consumer Discretionary ETF position peaked at $25.1K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.