Sterling Investment Advisors (Pennsylvania)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-69	Closed	-$16K	–	500
2022 Q2	$16K	Hold	69	–	–	0.01%	352
2022 Q1	$21K	Buy	+69	New	+$21K	0.01%	356

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VCR Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2022, closing a stake of 69 shares — an estimated $16K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VCR in Q1 2022 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 364 funds tracked by Wall St. Rank hold VCR as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 69 Vanguard Consumer Discretionary ETF shares in Q3 2022, an estimated $16K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Consumer Discretionary ETF in Q1 2022 and held it in 2 quarters.
Sterling Investment Advisors (Pennsylvania)'s Vanguard Consumer Discretionary ETF position peaked at $21K in Q1 2022.
364 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.