West Branch Capital’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

West Branch Capital’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
2024 Q3	–	Sell	-9	Closed	-$2.91K	–	643
2024 Q2	$2.91K	Hold	9	–	–	﹤0.01%	363
2024 Q1	$2.96K	Hold	9	–	–	﹤0.01%	360
2023 Q4	$2.84K	Sell	9 -78	-90%	-$21.7K	﹤0.01%	382
2023 Q3	$23.6K	Hold	87	–	–	0.01%	212
2023 Q2	$24.8K	Hold	87	–	–	0.01%	212
2023 Q1	$22.1K	Hold	87	–	–	0.01%	222
2022 Q4	$19.2K	Hold	87	–	–	0.01%	227
2022 Q3	$21K	Hold	87	–	–	0.01%	223
2022 Q2	$20K	Hold	87	–	–	0.01%	229
2022 Q1	$27K	Buy	87 +9	+12%	+$2.74K	0.01%	224
2021 Q4	$27K	Buy	+78	New	+$26.2K	0.01%	241

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

West Branch Capital's VCR Position: Q3 2024 in Review

West Branch Capital sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2024, closing a stake of 9 shares — an estimated $2.91K sold.

West Branch Capital first reported a position in VCR in Q4 2021 and held it in 11 quarters. The position peaked at $27K in Q1 2022. 486 funds tracked by Wall St. Rank hold VCR as of Q3 2024.

West Branch Capital reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
West Branch Capital sold 9 Vanguard Consumer Discretionary ETF shares in Q3 2024, an estimated $2.91K.
West Branch Capital first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and held it in 11 quarters.
West Branch Capital's Vanguard Consumer Discretionary ETF position peaked at $27K in Q1 2022.
486 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.