NFP
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Novak Financial Planning’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Novak Financial Planning’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
Q2 		$343K Buy
1,092
+1
+0.1% +$307 0.17% 99
2021
Q1 		$322K Hold
1,091
– – 0.18% 97
2020
Q4 		$300K Buy
+1,091
New +$277K 0.18% 93

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Novak Financial Planning's VCR Position: Q2 2021 in Review

Novak Financial Planning increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.09% in Q2 2021, buying an estimated $307 and bringing the position to 1,092 shares worth $343K. The position accounts for 0.17% of the portfolio, ranked #99.

Novak Financial Planning first reported a position in VCR in Q4 2020 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold VCR as of Q2 2021.

  • Novak Financial Planning held 1,092 shares of Vanguard Consumer Discretionary ETF worth $343K as of Q2 2021.
  • Novak Financial Planning bought 1 Vanguard Consumer Discretionary ETF share in Q2 2021, an estimated $307.
  • Vanguard Consumer Discretionary ETF made up 0.17% of Novak Financial Planning's portfolio in Q2 2021, its #99 holding.
  • Novak Financial Planning first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.