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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $75.1B AUM 31.89% 1-Year Est. Return

Tower View Wealth Management's VCR Position: Q2 2022 in Review

Tower View Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2022, closing a stake of 820 shares — an estimated $250K sold.

Tower View Wealth Management first reported a position in VCR in Q2 2020 and held it in 8 quarters. The position peaked at $747K in Q3 2021. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

Tower View Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Tower View Wealth Management sold 820 Vanguard Consumer Discretionary ETF shares in Q2 2022, an estimated $250K.
Tower View Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2020 and held it in 8 quarters.
Tower View Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $747K in Q3 2021.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.