Semus Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Semus Wealth Partners’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
2024 Q1	–	Sell	-1,509	Closed	-$460K	–	137
2023 Q4	$460K	Buy	1,509 +2	+0.1%	+$557	0.38%	61
2023 Q3	$406K	Buy	1,507 +1	+0.1%	+$284	0.38%	59
2023 Q2	$426K	Buy	1,506 +250	+20%	+$64.5K	0.39%	59
2023 Q1	$317K	Buy	1,256 +171	+16%	+$41.6K	0.34%	71
2022 Q4	$238K	Buy	+1,085	New	+$254K	0.29%	91

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Semus Wealth Partners's VCR Position: Q1 2024 in Review

Semus Wealth Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2024, closing a stake of 1,509 shares — an estimated $460K sold.

Semus Wealth Partners first reported a position in VCR in Q4 2022 and held it in 5 quarters. The position peaked at $460K in Q4 2023. 441 funds tracked by Wall St. Rank hold VCR as of Q1 2024.

Semus Wealth Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
Semus Wealth Partners sold 1,509 Vanguard Consumer Discretionary ETF shares in Q1 2024, an estimated $460K.
Semus Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and held it in 5 quarters.
Semus Wealth Partners's Vanguard Consumer Discretionary ETF position peaked at $460K in Q4 2023.
441 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2024.

Based on Semus Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.