Investmark Advisory Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Investmark Advisory Group’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	-50	Closed	-$17K	–	343
2021 Q4	$17K	Buy	+50	New	+$16.8K	0.02%	237

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

Investmark Advisory Group's VCR Position: Q1 2022 in Review

Investmark Advisory Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2022, closing a stake of 50 shares — an estimated $17K sold.

Investmark Advisory Group first reported a position in VCR in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

Investmark Advisory Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 50 Vanguard Consumer Discretionary ETF shares in Q1 2022, an estimated $17K.
Investmark Advisory Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Vanguard Consumer Discretionary ETF position peaked at $17K in Q4 2021.
414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.