Personal Capital Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Personal Capital 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
2022 Q4	$847K	Buy	3,868 +653	+20%	+$153K	﹤0.01%	249
2022 Q3	$756K	Buy	3,215 +66	+2%	+$17.1K	﹤0.01%	248
2022 Q2	$716K	Buy	3,149 +50	+2%	+$13.1K	﹤0.01%	253
2022 Q1	$946K	Sell	3,099 -489	-14%	-$149K	﹤0.01%	251
2021 Q4	$1.22M	Sell	3,588 -30	-0.8%	-$10.1K	0.01%	256
2021 Q3	$1.12M	Sell	3,618 -1,410	-28%	-$448K	0.01%	248
2021 Q2	$1.58M	Buy	5,028 +87	+2%	+$26.7K	0.01%	234
2021 Q1	$1.46M	Sell	4,941 -37,965	-88%	-$11M	0.01%	236
2020 Q4	$11.8M	Buy	42,906 +691	+2%	+$175K	0.08%	133
2020 Q3	$9.9M	Buy	42,215 +782	+2%	+$177K	0.07%	131
2020 Q2	$8.29M	Buy	41,433 +7,822	+23%	+$1.41M	0.07%	133
2020 Q1	$4.93M	Buy	33,611 +32,105	+2,132%	+$5.75M	0.05%	158
2019 Q4	$285K	Buy	1,506 +32	+2%	+$5.86K	﹤0.01%	334
2019 Q3	$265K	Buy	1,474 +332	+29%	+$60K	﹤0.01%	310
2019 Q2	$205K	Buy	+1,142	New	+$202K	﹤0.01%	315
2019 Q1	–	Sell	-1,354	Closed	-$204K	–	342
2018 Q4	$204K	Buy	+1,354	New	+$219K	﹤0.01%	298

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Personal Capital Advisors's VCR Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 20% in Q4 2022, buying an estimated $153K and bringing the position to 3,868 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Personal Capital Advisors first reported a position in VCR in Q4 2018 and has held it in 16 quarters since. The position peaked at $11.8M in Q4 2020. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

Personal Capital Advisors held 3,868 shares of Vanguard Consumer Discretionary ETF worth $847K as of Q4 2022.
Personal Capital Advisors bought 653 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $153K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #249 holding.
Personal Capital Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2018 and has held it in 16 quarters since.
Personal Capital Advisors's Vanguard Consumer Discretionary ETF position peaked at $11.8M in Q4 2020.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.