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

Hoover 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
2021 Q2	$5K	Sell	15 -77	-84%	-$23.6K	﹤0.01%	551
2021 Q1	$28K	Buy	92 +77	+513%	+$22.3K	0.01%	322
2020 Q4	$4K	Hold	15	–	–	﹤0.01%	478
2020 Q3	$4K	Buy	15 +5	+50%	+$1.13K	﹤0.01%	174
2020 Q2	$2K	Buy	+10	New	+$1.8K	﹤0.01%	454

Other funds holding VCR

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

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

Hoover Financial Advisors's VCR Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 84% in Q2 2021, selling an estimated $23.6K and leaving 15 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Hoover Financial Advisors first reported a position in VCR in Q2 2020 and has held it in 5 quarters since. The position peaked at $28K in Q1 2021. 382 funds tracked by Wall St. Rank hold VCR as of Q2 2021.

Hoover Financial Advisors held 15 shares of Vanguard Consumer Discretionary ETF worth $5K as of Q2 2021.
Hoover Financial Advisors sold 77 Vanguard Consumer Discretionary ETF shares in Q2 2021, an estimated $23.6K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #551 holding.
Hoover Financial Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's Vanguard Consumer Discretionary ETF position peaked at $28K in Q1 2021.
382 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.