SXL
VCR icon

Summit X LLC’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Summit X LLC’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
2020
Q4 		– Sell
-136
Closed -$235 – 424
2020
Q3 		$235 Buy
+136
New +$30.8K ﹤0.01% 395

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit X LLC's VCR Position: Q4 2020 in Review

Summit X LLC sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2020, closing a stake of 136 shares — an estimated $235 sold.

Summit X LLC first reported a position in VCR in Q3 2020 and held it in 1 quarter. The position peaked at $235 in Q3 2020. 351 funds tracked by Wall St. Rank hold VCR as of Q4 2020.

  • Summit X LLC reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 136 Vanguard Consumer Discretionary ETF shares in Q4 2020, an estimated $235.
  • Summit X LLC first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and held it in 1 quarter.
  • Summit X LLC's Vanguard Consumer Discretionary ETF position peaked at $235 in Q3 2020.
  • 351 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.