United Asset Strategies’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-21,033	Closed	-$4.61M	–	243
2022 Q4	$4.61M	Buy	+21,033	New	+$4.93M	0.64%	53

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

United Asset Strategies's VCR Position: Q1 2023 in Review

United Asset Strategies sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2023, closing a stake of 21,033 shares — an estimated $4.61M sold.

United Asset Strategies first reported a position in VCR in Q4 2022 and held it in 1 quarter. The position peaked at $4.61M in Q4 2022. 382 funds tracked by Wall St. Rank hold VCR as of Q1 2023.

United Asset Strategies reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
United Asset Strategies sold 21,033 Vanguard Consumer Discretionary ETF shares in Q1 2023, an estimated $4.61M.
United Asset Strategies first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and held it in 1 quarter.
United Asset Strategies's Vanguard Consumer Discretionary ETF position peaked at $4.61M in Q4 2022.
382 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2023.

Based on United Asset Strategies's 13F filing for Q1 2023, filed 25 Apr 2023.