TD Private Client Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

TD Private Client Wealth’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 Q4	–	Sell	-105	Closed	-$28.3K	–	1251
2023 Q3	$28.3K	Hold	105	–	–	﹤0.01%	880
2023 Q2	$29.7K	Sell	105 -5	-5%	-$1.29K	﹤0.01%	891
2023 Q1	$27.8K	Sell	110 -4	-4%	-$974	﹤0.01%	886
2022 Q4	$25K	Buy	114 +10	+10%	+$2.34K	﹤0.01%	883
2022 Q3	$24.4K	Sell	104 -221	-68%	-$57.2K	﹤0.01%	873
2022 Q2	$73.9K	Buy	325 +30	+10%	+$7.83K	﹤0.01%	651
2022 Q1	$90K	Buy	295 +7	+2%	+$2.13K	﹤0.01%	651
2021 Q4	$98.1K	Buy	288 +90	+45%	+$30.2K	﹤0.01%	640
2021 Q3	$61.4K	Buy	198 +95	+92%	+$30.2K	﹤0.01%	711
2021 Q2	$32.3K	Hold	103	–	–	﹤0.01%	798
2021 Q1	$30.4K	Sell	103 -7	-6%	-$2.03K	﹤0.01%	775
2020 Q4	$30.3K	Hold	110	–	–	﹤0.01%	730
2020 Q3	$25.8K	Sell	110 -29	-21%	-$6.58K	﹤0.01%	701
2020 Q2	$27.8K	Hold	139	–	–	﹤0.01%	686
2020 Q1	$20.2K	Hold	139	–	–	﹤0.01%	686
2019 Q4	$26.3K	Buy	+139	New	+$25.4K	﹤0.01%	677

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BCMIO

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

TD Private Client Wealth's VCR Position: Q4 2023 in Review

TD Private Client Wealth sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2023, closing a stake of 105 shares — an estimated $28.3K sold.

TD Private Client Wealth first reported a position in VCR in Q4 2019 and held it in 16 quarters. The position peaked at $98.1K in Q4 2021. 435 funds tracked by Wall St. Rank hold VCR as of Q4 2023.

TD Private Client Wealth reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
TD Private Client Wealth sold 105 Vanguard Consumer Discretionary ETF shares in Q4 2023, an estimated $28.3K.
TD Private Client Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and held it in 16 quarters.
TD Private Client Wealth's Vanguard Consumer Discretionary ETF position peaked at $98.1K in Q4 2021.
435 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2023.

Based on TD Private Client Wealth's 13F filing for Q4 2023, filed 16 Aug 2024.