Kings Point Capital Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Kings Point Capital Management’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	$107K	Sell	350 -5	-1%	-$1.52K	0.01%	265
2021 Q4	$121K	Hold	355	–	–	0.01%	277
2021 Q3	$110K	Hold	355	–	–	0.01%	260
2021 Q2	$111K	Sell	355 -99	-22%	-$30.4K	0.01%	263
2021 Q1	$134K	Buy	454 +5	+1%	+$1.45K	0.01%	238
2020 Q4	$124K	Hold	449	–	–	0.01%	221
2020 Q3	$105K	Buy	+449	New	+$102K	0.01%	230

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

Kings Point Capital Management's VCR Position: Q1 2022 in Review

Kings Point Capital Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 1.4% in Q1 2022, selling an estimated $1.52K and leaving 350 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #265.

Kings Point Capital Management first reported a position in VCR in Q3 2020 and has held it in 7 quarters since. The position peaked at $134K in Q1 2021. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

Kings Point Capital Management held 350 shares of Vanguard Consumer Discretionary ETF worth $107K as of Q1 2022.
Kings Point Capital Management sold 5 Vanguard Consumer Discretionary ETF shares in Q1 2022, an estimated $1.52K.
Vanguard Consumer Discretionary ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #265 holding.
Kings Point Capital Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and has held it in 7 quarters since.
Kings Point Capital Management's Vanguard Consumer Discretionary ETF position peaked at $134K in Q1 2021.
414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.