Oliver Lagore Vanvalin Investment Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Oliver Lagore Vanvalin 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 Q4	–	Sell	-8	Closed	-$2K	–	773
2022 Q3	$2K	Sell	8 -28	-78%	-$7.24K	﹤0.01%	544
2022 Q2	$8K	Sell	36 -15	-29%	-$3.92K	﹤0.01%	366
2022 Q1	$15K	Sell	51 -255,829	-100%	-$77.9M	0.01%	290
2021 Q4	$87.2M	Buy	+255,880	New	+$85.9M	6.25%	6

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

Oliver Lagore Vanvalin Investment Group's VCR Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2022, closing a stake of 8 shares — an estimated $2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VCR in Q4 2021 and held it in 4 quarters. The position peaked at $87.2M in Q4 2021. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 8 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $2K.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and held it in 4 quarters.
Oliver Lagore Vanvalin Investment Group's Vanguard Consumer Discretionary ETF position peaked at $87.2M in Q4 2021.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.