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

Ten Capital 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
2021 Q3	–	Sell	-1,165	Closed	-$366K	–	503
2021 Q2	$366K	Sell	1,165 -251	-18%	-$77K	0.08%	106
2021 Q1	$418K	Sell	1,416 -234	-14%	-$67.9K	0.1%	102
2020 Q4	$454K	Sell	1,650 -89	-5%	-$22.6K	0.13%	95
2020 Q3	$408K	Buy	+1,739	New	+$394K	0.14%	80

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ten Capital Wealth Advisors's VCR Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2021, closing a stake of 1,165 shares — an estimated $366K sold.

Ten Capital Wealth Advisors first reported a position in VCR in Q3 2020 and held it in 4 quarters. The position peaked at $454K in Q4 2020. 399 funds tracked by Wall St. Rank hold VCR as of Q3 2021.

Ten Capital Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,165 Vanguard Consumer Discretionary ETF shares in Q3 2021, an estimated $366K.
Ten Capital Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $454K in Q4 2020.
399 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.