TCI Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

TCI Wealth 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	-40	Closed	-$10.2K	–	2149
2023 Q1	$10.2K	Hold	40	–	–	﹤0.01%	1080
2022 Q4	$8.86K	Sell	40 -20	-33%	-$4.69K	﹤0.01%	1150
2022 Q3	$14K	Buy	60 +20	+50%	+$5.17K	﹤0.01%	848
2022 Q2	$9K	Hold	40	–	–	﹤0.01%	1114
2022 Q1	$12K	Hold	40	–	–	﹤0.01%	1010
2021 Q4	$14K	Hold	40	–	–	﹤0.01%	938
2021 Q3	$12K	Hold	40	–	–	﹤0.01%	999
2021 Q2	$13K	Buy	+40	New	+$12.3K	﹤0.01%	820

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCI Wealth Advisors's VCR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2023, closing a stake of 40 shares — an estimated $10.2K sold.

TCI Wealth Advisors first reported a position in VCR in Q2 2021 and held it in 8 quarters. The position peaked at $14K in Q3 2022. 406 funds tracked by Wall St. Rank hold VCR as of Q2 2023.

TCI Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 40 Vanguard Consumer Discretionary ETF shares in Q2 2023, an estimated $10.2K.
TCI Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $14K in Q3 2022.
406 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.