Householder Group Estate & Retirement Specialist’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q2	–	Sell	-120	Closed	-$38.1K	–	1340
2024 Q1	$38.1K	Hold	120	–	–	0.01%	530
2023 Q4	$36K	Hold	120	–	–	0.01%	531
2023 Q3	$32.3K	Buy	+120	New	+$34.1K	0.01%	540
2023 Q1	$6K	Buy	+23	New	+$5.6K	﹤0.01%	936
2022 Q4	–	Sell	-227	Closed	-$53K	–	1102
2022 Q3	$53K	Buy	+227	New	+$58.7K	0.02%	388

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's VCR Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2024, closing a stake of 120 shares — an estimated $38.1K sold.

Householder Group Estate & Retirement Specialist first reported a position in VCR in Q3 2022 and held it in 5 quarters. The position peaked at $53K in Q3 2022. 459 funds tracked by Wall St. Rank hold VCR as of Q2 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 120 Vanguard Consumer Discretionary ETF shares in Q2 2024, an estimated $38.1K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Consumer Discretionary ETF in Q3 2022 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Consumer Discretionary ETF position peaked at $53K in Q3 2022.
459 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.