O'Dell Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

O'Dell 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
2024 Q1	–	Sell	-270	Closed	-$82.2K	–	464
2023 Q4	$82.2K	Buy	+270	New	+$75.2K	0.02%	159
2023 Q3	–	Sell	-268	Closed	-$76K	–	469
2023 Q2	$76K	Buy	+268	New	+$69.1K	0.02%	155
2022 Q4	–	Sell	-266	Closed	-$63K	–	395
2022 Q3	$63K	Hold	266	–	–	0.02%	132
2022 Q2	$61K	Hold	266	–	–	0.02%	142
2022 Q1	$81K	Buy	266 +1	+0.4%	+$305	0.02%	135
2021 Q4	$90K	Buy	265 +2	+0.8%	+$672	0.03%	121
2021 Q3	$82K	Buy	+263	New	+$83.5K	0.03%	124

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

O'Dell Group's VCR Position: Q1 2024 in Review

O'Dell Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2024, closing a stake of 270 shares — an estimated $82.2K sold.

O'Dell Group first reported a position in VCR in Q3 2021 and held it in 7 quarters. The position peaked at $90K in Q4 2021. 441 funds tracked by Wall St. Rank hold VCR as of Q1 2024.

O'Dell Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 270 Vanguard Consumer Discretionary ETF shares in Q1 2024, an estimated $82.2K.
O'Dell Group first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's Vanguard Consumer Discretionary ETF position peaked at $90K in Q4 2021.
441 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.