SF
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Safeguard Financial’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Safeguard Financial’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
-17
Closed -$4K – 529
2023
Q2 		$4K Buy
+17
New +$4.38K ﹤0.01% 432

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Safeguard Financial's VCR Position: Q3 2023 in Review

Safeguard Financial sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2023, closing a stake of 17 shares — an estimated $4K sold.

Safeguard Financial first reported a position in VCR in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 402 funds tracked by Wall St. Rank hold VCR as of Q3 2023.

  • Safeguard Financial reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 17 Vanguard Consumer Discretionary ETF shares in Q3 2023, an estimated $4K.
  • Safeguard Financial first reported a position in Vanguard Consumer Discretionary ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Vanguard Consumer Discretionary ETF position peaked at $4K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2023.

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