TVWM
VCR icon

Tower View Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Tower View 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
Q2 		– Sell
-820
Closed -$250K – 197
2022
Q1 		$250K Sell
820
-101
-11% -$30.8K 0.13% 75
2021
Q4 		$314K Sell
921
-1,489
-62% -$500K 0.16% 69
2021
Q3 		$747K Buy
2,410
+87
+4% +$27.6K 0.41% 58
2021
Q2 		$729K Sell
2,323
-12
-0.5% -$3.68K 0.37% 63
2021
Q1 		$690K Buy
2,335
+51
+2% +$14.8K 0.38% 65
2020
Q4 		$628K Sell
2,284
-109
-5% -$27.7K 0.36% 62
2020
Q3 		$561K Buy
2,393
+161
+7% +$36.5K 0.37% 62
2020
Q2 		$446K Buy
+2,232
New +$402K 0.33% 57

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return