Retirement Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Retirement 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 Q1	–	Sell	-350	Closed	-$119K	–	831
2021 Q4	$119K	Hold	350	–	–	0.05%	152
2021 Q3	$108K	Sell	350 -18	-5%	-$5.71K	0.05%	158
2021 Q2	$116K	Hold	368	–	–	0.06%	148
2021 Q1	$109K	Hold	368	–	–	0.05%	174
2020 Q4	$101K	Sell	368 -150	-29%	-$38.1K	0.05%	182
2020 Q3	$122K	Buy	518 +500	+2,778%	+$113K	0.07%	165
2020 Q2	$4K	Buy	+18	New	+$3.24K	﹤0.01%	486
2019 Q4	$3K	Buy	+18	New	+$3.29K	﹤0.01%	508

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

Retirement Group's VCR Position: Q1 2022 in Review

Retirement Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2022, closing a stake of 350 shares — an estimated $119K sold.

Retirement Group first reported a position in VCR in Q4 2019 and held it in 8 quarters. The position peaked at $122K in Q3 2020. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

Retirement Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Retirement Group sold 350 Vanguard Consumer Discretionary ETF shares in Q1 2022, an estimated $119K.
Retirement Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and held it in 8 quarters.
Retirement Group's Vanguard Consumer Discretionary ETF position peaked at $122K in Q3 2020.
414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

Based on Retirement Group's 13F filing for Q1 2022, filed 6 May 2022.