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Opal Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-1
Closed -$313 – 1123
2024
Q2 		$313 Buy
+1
New +$306 ﹤0.01% 1198

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Opal Wealth Advisors's VCR Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2024, closing a stake of 1 share — an estimated $313 sold.

Opal Wealth Advisors first reported a position in VCR in Q2 2024 and held it in 1 quarter. The position peaked at $313 in Q2 2024. 485 funds tracked by Wall St. Rank hold VCR as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 1 Vanguard Consumer Discretionary ETF share in Q3 2024, an estimated $313.
  • Opal Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $313 in Q2 2024.
  • 485 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.