ICA Group Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

ICA Group Wealth Management’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	-15	Closed	-$4.77K	–	1311
2024 Q1	$4.77K	Hold	15	–	–	﹤0.01%	1045
2023 Q4	$4.57K	Buy	+15	New	+$4.18K	﹤0.01%	1046
2023 Q3	–	Sell	-15	Closed	-$4.25K	–	1185
2023 Q2	$4.25K	Hold	15	–	–	﹤0.01%	1007
2023 Q1	$3.79K	Hold	15	–	–	﹤0.01%	1000
2022 Q4	$3.29K	Buy	+15	New	+$3.51K	﹤0.01%	1045

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 $374B AUM 17.66% 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

ICA Group Wealth Management's VCR Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2024, closing a stake of 15 shares — an estimated $4.77K sold.

ICA Group Wealth Management first reported a position in VCR in Q4 2022 and held it in 5 quarters. The position peaked at $4.77K in Q1 2024. 459 funds tracked by Wall St. Rank hold VCR as of Q2 2024.

ICA Group Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 15 Vanguard Consumer Discretionary ETF shares in Q2 2024, an estimated $4.77K.
ICA Group Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $4.77K in Q1 2024.
459 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.