JWA
VCR icon

JFS Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

JFS Wealth Advisors’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
2023
Q2 		– Sell
-11
Closed -$2.78K – 2011
2023
Q1 		$2.78K Buy
+11
New +$2.68K ﹤0.01% 1233
2022
Q1 		– Sell
-115
Closed -$39K – 1977
2021
Q4 		$39K Hold
115
– – ﹤0.01% 463
2021
Q3 		$36K Hold
115
– – ﹤0.01% 460
2021
Q2 		$36K Buy
+115
New +$35.3K 0.01% 309
2017
Q2 		– Sell
-57
Closed -$7K – 448
2017
Q1 		$7K Hold
57
– – ﹤0.01% 373
2016
Q4 		$7K Buy
+57
New +$7.24K ﹤0.01% 373

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return