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Phocas Financial Corp’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Phocas Financial Corp’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
2023
Q1 		– Sell
-190
Closed -$41.6K – 309
2022
Q4 		$41.6K Buy
+190
New +$44.5K 0.01% 251
2019
Q2 		– Hold
0
– – – 248
2018
Q4 		– Hold
0
– – – 241

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Phocas Financial Corp's VCR Position: Q1 2023 in Review

Phocas Financial Corp sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2023, closing a stake of 190 shares — an estimated $41.6K sold.

Phocas Financial Corp first reported a position in VCR in Q4 2022 and held it in 1 quarter. The position peaked at $41.6K in Q4 2022. 382 funds tracked by Wall St. Rank hold VCR as of Q1 2023.

  • Phocas Financial Corp reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 190 Vanguard Consumer Discretionary ETF shares in Q1 2023, an estimated $41.6K.
  • Phocas Financial Corp first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and held it in 1 quarter.
  • Phocas Financial Corp's Vanguard Consumer Discretionary ETF position peaked at $41.6K in Q4 2022.
  • 382 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.