Veritable’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Veritable’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	-715	Closed	-$218K	–	965
2022 Q1	$218K	Hold	715	–	–	﹤0.01%	833
2021 Q4	$244K	Sell	715 -155	-18%	-$52.1K	﹤0.01%	804
2021 Q3	$270K	Hold	870	–	–	﹤0.01%	733
2021 Q2	$273K	Hold	870	–	–	﹤0.01%	717
2021 Q1	$257K	Hold	870	–	–	﹤0.01%	705
2020 Q4	$239K	Hold	870	–	–	﹤0.01%	702
2020 Q3	$204K	Buy	+870	New	+$197K	﹤0.01%	692

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

Veritable's VCR Position: Q2 2022 in Review

Veritable sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2022, closing a stake of 715 shares — an estimated $218K sold.

Veritable first reported a position in VCR in Q3 2020 and held it in 7 quarters. The position peaked at $273K in Q2 2021. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

Veritable reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Veritable sold 715 Vanguard Consumer Discretionary ETF shares in Q2 2022, an estimated $218K.
Veritable first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and held it in 7 quarters.
Veritable's Vanguard Consumer Discretionary ETF position peaked at $273K in Q2 2021.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on Veritable's 13F filing for Q2 2022, filed 15 Aug 2022.