Horan Securities’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Horan Securities’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 Q2	–	Sell	-80	Closed	-$20.1K	–	764
2023 Q1	$20.1K	Buy	80 +1	+1%	+$244	0.01%	304
2022 Q4	$17.4K	Hold	79	–	–	0.01%	309
2022 Q3	$19K	Buy	+79	New	+$20.4K	0.01%	281

Other funds holding VCR

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BCMIO

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

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Horan Securities's VCR Position: Q2 2023 in Review

Horan Securities sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2023, closing a stake of 80 shares — an estimated $20.1K sold.

Horan Securities first reported a position in VCR in Q3 2022 and held it in 3 quarters. The position peaked at $20.1K in Q1 2023. 406 funds tracked by Wall St. Rank hold VCR as of Q2 2023.

Horan Securities reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
Horan Securities sold 80 Vanguard Consumer Discretionary ETF shares in Q2 2023, an estimated $20.1K.
Horan Securities first reported a position in Vanguard Consumer Discretionary ETF in Q3 2022 and held it in 3 quarters.
Horan Securities's Vanguard Consumer Discretionary ETF position peaked at $20.1K in Q1 2023.
406 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2023.

Based on Horan Securities's 13F filing for Q2 2023, filed 27 Jul 2023.