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	–	1976
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	–	447
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JMPWA

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

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

JFS Wealth Advisors's VCR Position: Q2 2023 in Review

JFS Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2023, closing a stake of 11 shares — an estimated $2.78K sold.

JFS Wealth Advisors first reported a position in VCR in Q4 2016 and held it in 6 quarters. The position peaked at $39K in Q4 2021. 406 funds tracked by Wall St. Rank hold VCR as of Q2 2023.

JFS Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 11 Vanguard Consumer Discretionary ETF shares in Q2 2023, an estimated $2.78K.
JFS Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2016 and held it in 6 quarters.
JFS Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $39K in Q4 2021.
406 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.