RPg Family Wealth Advisory’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

RPg Family Wealth Advisory’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	–	Sell	-3,190	Closed	-$821K	–	97
2022 Q3	$821K	Buy	+3,190	New	+$825K	0.43%	54
2022 Q2	–	Sell	-50	Closed	-$15.3K	–	311
2022 Q1	$15.3K	Buy	50 +1	+2%	+$305	0.01%	235
2021 Q4	$16.7K	Hold	49	–	–	0.01%	236
2021 Q3	$15.3K	Hold	49	–	–	0.01%	249
2021 Q2	$15.4K	Buy	+49	New	+$15K	0.01%	246
2020 Q4	$13.5K	Hold	49	–	–	0.01%	265
2020 Q3	$11.5K	Buy	+49	New	+$11.1K	0.01%	270
2020 Q1	–	Sell	-111	Closed	-$21K	–	288
2019 Q4	$21K	Hold	111	–	–	0.01%	211
2019 Q3	$20K	Sell	111 -36	-24%	-$6.5K	0.01%	223
2019 Q2	$26.4K	Buy	147 +36	+32%	+$6.36K	0.02%	199
2019 Q1	$19.1K	Buy	+111	New	+$18.3K	0.01%	230
2018 Q3	–	Sell	-105	Closed	-$17.8K	–	272
2018 Q2	$17.8K	Buy	+105	New	+$17.3K	0.01%	178
2017 Q3	–	Sell	-98	Closed	-$13.9K	–	315
2017 Q2	$13.9K	Buy	+98	New	+$13.8K	0.01%	273

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

RPg Family Wealth Advisory's VCR Position: Q4 2022 in Review

RPg Family Wealth Advisory sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2022, closing a stake of 3,190 shares — an estimated $821K sold.

RPg Family Wealth Advisory first reported a position in VCR in Q2 2017 and held it in 13 quarters. The position peaked at $821K in Q3 2022. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

RPg Family Wealth Advisory reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 3,190 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $821K.
RPg Family Wealth Advisory first reported a position in Vanguard Consumer Discretionary ETF in Q2 2017 and held it in 13 quarters.
RPg Family Wealth Advisory's Vanguard Consumer Discretionary ETF position peaked at $821K in Q3 2022.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2022, filed 13 Feb 2023.