VisionPoint Advisory Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-19	Closed	-$5.38K	–	828
2023 Q2	$5.38K	Buy	+19	New	+$4.9K	﹤0.01%	444

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

VisionPoint Advisory Group's VCR Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2023, closing a stake of 19 shares — an estimated $5.38K sold.

VisionPoint Advisory Group first reported a position in VCR in Q2 2023 and held it in 1 quarter. The position peaked at $5.38K in Q2 2023. 402 funds tracked by Wall St. Rank hold VCR as of Q3 2023.

VisionPoint Advisory Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 19 Vanguard Consumer Discretionary ETF shares in Q3 2023, an estimated $5.38K.
VisionPoint Advisory Group first reported a position in Vanguard Consumer Discretionary ETF in Q2 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Vanguard Consumer Discretionary ETF position peaked at $5.38K in Q2 2023.
402 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.