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Taylor & Morgan Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Taylor & Morgan Wealth Management’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
Q1 		– Sell
-603
Closed -$206K – 68
2021
Q4 		$206K Buy
+603
New +$203K 0.17% 61

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Taylor & Morgan Wealth Management's VCR Position: Q1 2022 in Review

Taylor & Morgan Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2022, closing a stake of 603 shares — an estimated $206K sold.

Taylor & Morgan Wealth Management first reported a position in VCR in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

  • Taylor & Morgan Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 603 Vanguard Consumer Discretionary ETF shares in Q1 2022, an estimated $206K.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and held it in 1 quarter.
  • Taylor & Morgan Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $206K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

Based on Taylor & Morgan Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.