Sightline Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Sightline Wealth Advisors’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 Q2	–	Sell	-838	Closed	-$256K	–	58
2022 Q1	$256K	Sell	838 -1,349	-62%	-$411K	0.21%	47
2021 Q4	$757K	Sell	2,187 -743	-25%	-$250K	0.68%	22
2021 Q3	$908K	Buy	2,930 +828	+39%	+$263K	0.76%	20
2021 Q2	$660K	Buy	+2,102	New	+$644K	0.55%	27

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

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

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

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

Sightline Wealth Advisors's VCR Position: Q2 2022 in Review

Sightline Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2022, closing a stake of 838 shares — an estimated $256K sold.

Sightline Wealth Advisors first reported a position in VCR in Q2 2021 and held it in 4 quarters. The position peaked at $908K in Q3 2021. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

Sightline Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Sightline Wealth Advisors sold 838 Vanguard Consumer Discretionary ETF shares in Q2 2022, an estimated $256K.
Sightline Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2021 and held it in 4 quarters.
Sightline Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $908K in Q3 2021.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on Sightline Wealth Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.