Spectrum Management Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Spectrum Management 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
2022 Q2	–	Sell	-25	Closed	-$8K	–	322
2022 Q1	$8K	Hold	25	–	–	﹤0.01%	262
2021 Q4	$9K	Hold	25	–	–	﹤0.01%	255
2021 Q3	$8K	Buy	+25	New	+$7.93K	﹤0.01%	309
2019 Q4	–	Sell	-3	Closed	-$1K	–	244
2019 Q3	$1K	Sell	3 -17	-85%	-$3.07K	﹤0.01%	211
2019 Q2	$4K	Hold	20	–	–	﹤0.01%	213
2019 Q1	$3K	Buy	+20	New	+$3.3K	﹤0.01%	239

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

Spectrum Management Group's VCR Position: Q2 2022 in Review

Spectrum Management Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2022, closing a stake of 25 shares — an estimated $8K sold.

Spectrum Management Group first reported a position in VCR in Q1 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

Spectrum Management Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Spectrum Management Group sold 25 Vanguard Consumer Discretionary ETF shares in Q2 2022, an estimated $8K.
Spectrum Management Group first reported a position in Vanguard Consumer Discretionary ETF in Q1 2019 and held it in 6 quarters.
Spectrum Management Group's Vanguard Consumer Discretionary ETF position peaked at $9K in Q4 2021.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.