Investors Asset Management of Georgia’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-193	Closed	-$45K	–	497
2022 Q3	$45K	Hold	193	–	–	0.02%	326
2022 Q2	$44K	Buy	+193	New	+$50.4K	0.02%	273

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMPWA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Investors Asset Management of Georgia's VCR Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2022, closing a stake of 193 shares — an estimated $45K sold.

Investors Asset Management of Georgia first reported a position in VCR in Q2 2022 and held it in 2 quarters. The position peaked at $45K in Q3 2022. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 193 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $45K.
Investors Asset Management of Georgia first reported a position in Vanguard Consumer Discretionary ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Vanguard Consumer Discretionary ETF position peaked at $45K in Q3 2022.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.