RFG
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RFP Financial Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

RFP Financial 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
2023
Q3 		– Sell
-25
Closed -$7.08K – 946
2023
Q2 		$7.08K Buy
+25
New +$6.45K ﹤0.01% 485

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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

RFP Financial Group's VCR Position: Q3 2023 in Review

RFP Financial Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2023, closing a stake of 25 shares — an estimated $7.08K sold.

RFP Financial Group first reported a position in VCR in Q2 2023 and held it in 1 quarter. The position peaked at $7.08K in Q2 2023. 402 funds tracked by Wall St. Rank hold VCR as of Q3 2023.

  • RFP Financial Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
  • RFP Financial Group sold 25 Vanguard Consumer Discretionary ETF shares in Q3 2023, an estimated $7.08K.
  • RFP Financial Group first reported a position in Vanguard Consumer Discretionary ETF in Q2 2023 and held it in 1 quarter.
  • RFP Financial Group's Vanguard Consumer Discretionary ETF position peaked at $7.08K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2023.

Based on RFP Financial Group's 13F filing for Q3 2023, filed 30 Oct 2023.