Milestone Advisory Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Milestone Advisory Partners’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	–	Sell	-21,510	Closed	-$7.33M	–	99
2021 Q4	$7.33M	Sell	21,510 -1,856	-8%	-$623K	3.7%	7
2021 Q3	$7.24M	Sell	23,366 -178	-0.8%	-$56.5K	4.26%	6
2021 Q2	$7.39M	Buy	23,544 +9,405	+67%	+$2.88M	3.9%	7
2021 Q1	$4.18M	Buy	14,139 +5,253	+59%	+$1.52M	2.23%	18
2020 Q4	$2.44M	Buy	8,886 +1,287	+17%	+$327K	1.39%	23
2020 Q3	$1.78M	Buy	+7,599	New	+$1.72M	1.11%	23

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Milestone Advisory Partners's VCR Position: Q1 2022 in Review

Milestone Advisory Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2022, closing a stake of 21,510 shares — an estimated $7.33M sold.

Milestone Advisory Partners first reported a position in VCR in Q3 2020 and held it in 6 quarters. The position peaked at $7.39M in Q2 2021. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

Milestone Advisory Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Milestone Advisory Partners sold 21,510 Vanguard Consumer Discretionary ETF shares in Q1 2022, an estimated $7.33M.
Milestone Advisory Partners first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and held it in 6 quarters.
Milestone Advisory Partners's Vanguard Consumer Discretionary ETF position peaked at $7.39M in Q2 2021.
414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

Based on Milestone Advisory Partners's 13F filing for Q1 2022, filed 10 May 2022.