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

Vericrest Private 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
2022 Q2	$594K	Hold	2,613	–	–	0.73%	29
2022 Q1	$798K	Hold	2,613	–	–	0.83%	28
2021 Q4	$890K	Buy	+2,613	New	+$878K	0.83%	26

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

Vericrest Private Wealth's VCR Position: Q2 2022 in Review

Vericrest Private Wealth held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2022 at 2,613 shares worth $594K. The position accounts for 0.73% of the portfolio, ranked #29.

Vericrest Private Wealth first reported a position in VCR in Q4 2021 and has held it in 3 quarters since. The position peaked at $890K in Q4 2021. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

Vericrest Private Wealth held 2,613 shares of Vanguard Consumer Discretionary ETF worth $594K as of Q2 2022.
Vericrest Private Wealth left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2022.
Vanguard Consumer Discretionary ETF made up 0.73% of Vericrest Private Wealth's portfolio in Q2 2022, its #29 holding.
Vericrest Private Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and has held it in 3 quarters since.
Vericrest Private Wealth's Vanguard Consumer Discretionary ETF position peaked at $890K in Q4 2021.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.