Kelly Financial Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Kelly Financial Services’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	-45	Closed	-$15.4K	–	708
2021 Q4	$15.4K	Buy	+45	New	+$15.1K	0.01%	295
2020 Q4	–	Sell	-42	Closed	-$9.74K	–	617
2020 Q3	$9.74K	Buy	42 +1	+2%	+$227	0.01%	260
2020 Q2	$8.17K	Hold	41	–	–	0.01%	276
2020 Q1	$5.92K	Hold	41	–	–	0.01%	275
2019 Q4	$7.7K	Buy	41 +1	+3%	+$183	0.01%	259
2019 Q3	$7.27K	Hold	40	–	–	0.01%	264
2019 Q2	$7.24K	Hold	40	–	–	0.01%	261
2019 Q1	$6.94K	Buy	+40	New	+$6.6K	0.01%	261

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

BCMIO

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Kelly Financial Services's VCR Position: Q1 2022 in Review

Kelly Financial Services sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2022, closing a stake of 45 shares — an estimated $15.4K sold.

Kelly Financial Services first reported a position in VCR in Q1 2019 and held it in 8 quarters. The position peaked at $15.4K in Q4 2021. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

Kelly Financial Services reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Kelly Financial Services sold 45 Vanguard Consumer Discretionary ETF shares in Q1 2022, an estimated $15.4K.
Kelly Financial Services first reported a position in Vanguard Consumer Discretionary ETF in Q1 2019 and held it in 8 quarters.
Kelly Financial Services's Vanguard Consumer Discretionary ETF position peaked at $15.4K in Q4 2021.
414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

Based on Kelly Financial Services's 13F filing for Q1 2022, filed 17 Jul 2024.