Insight Folios’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Insight Folios’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
2022 Q1	–	Sell	-643	Closed	-$219K	–	140
2021 Q4	$219K	Buy	+643	New	+$216K	0.1%	130
2020 Q1	–	Sell	-1,395	Closed	-$264K	–	37
2019 Q4	$264K	Buy	+1,395	New	+$255K	0.23%	42

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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 $374B AUM 17.66% 1-Year Est. Return

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

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

Insight Folios's VCR Position: Q1 2022 in Review

Insight Folios sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2022, closing a stake of 643 shares — an estimated $219K sold.

Insight Folios first reported a position in VCR in Q4 2019 and held it in 2 quarters. The position peaked at $264K in Q4 2019. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

Insight Folios reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Insight Folios sold 643 Vanguard Consumer Discretionary ETF shares in Q1 2022, an estimated $219K.
Insight Folios first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and held it in 2 quarters.
Insight Folios's Vanguard Consumer Discretionary ETF position peaked at $264K in Q4 2019.
414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

Based on Insight Folios's 13F filing for Q1 2022, filed 18 Apr 2022.