Lehman & Derafelo Financial Resources’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-197	Closed	-$46K	–	187
2022 Q3	$46K	Hold	197	–	–	0.01%	127
2022 Q2	$45K	Buy	+197	New	+$51.5K	0.01%	134
2021 Q4	–	Sell	-197	Closed	-$61K	–	181
2021 Q3	$61K	Hold	197	–	–	0.02%	128
2021 Q2	$62K	Hold	197	–	–	0.02%	147
2021 Q1	$58K	Hold	197	–	–	0.02%	146
2020 Q4	$54K	Hold	197	–	–	0.02%	144
2020 Q3	$46K	Hold	197	–	–	0.01%	178
2020 Q2	$39K	Buy	+197	New	+$35.5K	0.01%	166
2020 Q1	–	Sell	-197	Closed	-$37K	–	212
2019 Q4	$37K	Hold	197	–	–	0.01%	141
2019 Q3	$35K	Buy	+197	New	+$35.6K	0.01%	132

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JMPWA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VCR Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2022, closing a stake of 197 shares — an estimated $46K sold.

Lehman & Derafelo Financial Resources first reported a position in VCR in Q3 2019 and held it in 10 quarters. The position peaked at $62K in Q2 2021. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 197 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $46K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Consumer Discretionary ETF in Q3 2019 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's Vanguard Consumer Discretionary ETF position peaked at $62K in Q2 2021.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.