Kistler-Tiffany Companies’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Kistler-Tiffany Companies’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	$258K	Hold	911	–	–	0.04%	296
2023 Q1	$230K	Sell	911 -81	-8%	-$19.7K	0.04%	270
2022 Q4	$217K	Sell	992 -61	-6%	-$14.3K	0.04%	248
2022 Q3	$248K	Sell	1,053 -229	-18%	-$59.2K	0.06%	181
2022 Q2	$292K	Hold	1,282	–	–	0.06%	171
2022 Q1	$391K	Sell	1,282 -103	-7%	-$31.4K	0.07%	154
2021 Q4	$472K	Buy	1,385 +31	+2%	+$10.4K	0.09%	126
2021 Q3	$420K	Buy	1,354 +322	+31%	+$102K	0.1%	125
2021 Q2	$324K	Buy	1,032 +357	+53%	+$109K	0.07%	149
2021 Q1	$199K	Buy	675 +363	+116%	+$105K	0.05%	172
2020 Q4	$86K	Buy	312 +65	+26%	+$16.5K	0.02%	244
2020 Q3	$58K	Buy	247 +4	+2%	+$907	0.02%	258
2020 Q2	$49K	Buy	243 +2	+0.8%	+$360	0.02%	253
2020 Q1	$46K	Hold	241	–	–	0.02%	264
2019 Q4	$46K	Buy	241 +2	+0.8%	+$366	0.02%	269
2019 Q3	$43K	Sell	239 -81	-25%	-$14.6K	0.02%	264
2019 Q2	$57K	Buy	320 +1	+0.3%	+$177	0.02%	243
2019 Q1	$55K	Buy	319 +1	+0.3%	+$165	0.02%	237
2018 Q4	$48K	Buy	318 +1	+0.3%	+$162	0.02%	233
2018 Q3	$57K	Buy	317 +2	+0.6%	+$353	0.02%	239
2018 Q2	$53K	Hold	315	–	–	0.02%	250
2018 Q1	$50K	Buy	315 +1	+0.3%	+$164	0.02%	276
2017 Q4	$49K	Buy	314 +2	+0.6%	+$298	0.02%	289
2017 Q3	$45K	Sell	312 -18	-5%	-$2.56K	0.02%	287
2017 Q2	$47K	Buy	330 +1	+0.3%	+$141	0.02%	267
2017 Q1	$46K	Hold	329	–	–	0.02%	255
2016 Q4	$42K	Buy	329 +21	+7%	+$2.67K	0.02%	267
2016 Q3	$39K	Buy	308 +1	+0.3%	+$126	0.02%	278
2016 Q2	$37K	Buy	307 +1	+0.3%	+$123	0.02%	287
2016 Q1	$38K	Buy	306 +1	+0.3%	+$116	0.02%	274
2015 Q4	$37K	Hold	305	–	–	0.02%	291
2015 Q3	$36K	Hold	305	–	–	0.02%	287
2015 Q2	$38K	Hold	305	–	–	0.02%	293
2015 Q1	$37K	Hold	305	–	–	0.02%	272
2014 Q4	$36K	Buy	+305	New	+$34.1K	0.02%	281

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kistler-Tiffany Companies's VCR Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2023 at 911 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #296.

Kistler-Tiffany Companies first reported a position in VCR in Q4 2014 and has held it in 35 quarters since. The position peaked at $472K in Q4 2021. 406 funds tracked by Wall St. Rank hold VCR as of Q2 2023.

Kistler-Tiffany Companies held 911 shares of Vanguard Consumer Discretionary ETF worth $258K as of Q2 2023.
Kistler-Tiffany Companies left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2023.
Vanguard Consumer Discretionary ETF made up 0.04% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #296 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Consumer Discretionary ETF in Q4 2014 and has held it in 35 quarters since.
Kistler-Tiffany Companies's Vanguard Consumer Discretionary ETF position peaked at $472K in Q4 2021.
406 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.