Lokken Investment Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Lokken Investment Group’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 Q2	–	Sell	-5,853	Closed	-$1.58M	–	128
2022 Q1	$1.58M	Buy	5,853 +312	+6%	+$95K	1.25%	21
2021 Q4	$1.89M	Sell	5,541 -53	-0.9%	-$17.8K	1.35%	20
2021 Q3	$1.73M	Sell	5,594 -256	-4%	-$81.3K	1.37%	18
2021 Q2	$1.84M	Sell	5,850 -122	-2%	-$37.4K	1.49%	17
2021 Q1	$1.76M	Sell	5,972 -759	-11%	-$220K	1.56%	17
2020 Q4	$1.85M	Buy	+6,731	New	+$1.71M	1.69%	17

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Lokken Investment Group's VCR Position: Q2 2022 in Review

Lokken Investment Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2022, closing a stake of 5,853 shares — an estimated $1.58M sold.

Lokken Investment Group first reported a position in VCR in Q4 2020 and held it in 6 quarters. The position peaked at $1.89M in Q4 2021. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

Lokken Investment Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Lokken Investment Group sold 5,853 Vanguard Consumer Discretionary ETF shares in Q2 2022, an estimated $1.58M.
Lokken Investment Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and held it in 6 quarters.
Lokken Investment Group's Vanguard Consumer Discretionary ETF position peaked at $1.89M in Q4 2021.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on Lokken Investment Group's 13F filing for Q2 2022, filed 8 Aug 2022.