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Laurel Wealth Advisors (North Carolina)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q3 		– Sell
-150
Closed -$47K – 749
2021
Q2 		$47K Hold
150
– – 0.01% 285
2021
Q1 		$44K Buy
+150
New +$43.5K 0.01% 278

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VCR Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2021, closing a stake of 150 shares — an estimated $47K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VCR in Q1 2021 and held it in 2 quarters. The position peaked at $47K in Q2 2021. 399 funds tracked by Wall St. Rank hold VCR as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 150 Vanguard Consumer Discretionary ETF shares in Q3 2021, an estimated $47K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Consumer Discretionary ETF in Q1 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Consumer Discretionary ETF position peaked at $47K in Q2 2021.
  • 399 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.