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Stonebridge Capital Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Stonebridge Capital 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
2023
Q2 		– Sell
-23
Closed -$5.81K – 1004
2023
Q1 		$5.81K Buy
+23
New +$5.6K ﹤0.01% 691
2020
Q2 		– Sell
-25
Closed -$4K – 844
2020
Q1 		$4K Hold
25
– – ﹤0.01% 587
2019
Q4 		$5K Hold
25
– – ﹤0.01% 656
2019
Q3 		$5K Hold
25
– – ﹤0.01% 630
2019
Q2 		$4K Buy
+25
New +$4.42K ﹤0.01% 709

Other funds holding VCR

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return