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Win Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Win Advisors’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
Q1 		– Sell
-9,898
Closed -$3.01M – 90
2023
Q4 		$3.01M Buy
+9,898
New +$2.76M 1.37% 20
2023
Q2 		– Sell
-13,182
Closed -$3.33M – 57
2023
Q1 		$3.33M Buy
+13,182
New +$3.21M 1.32% 5

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Win Advisors's VCR Position: Q1 2024 in Review

Win Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2024, closing a stake of 9,898 shares — an estimated $3.01M sold.

Win Advisors first reported a position in VCR in Q1 2023 and held it in 2 quarters. The position peaked at $3.33M in Q1 2023. 441 funds tracked by Wall St. Rank hold VCR as of Q1 2024.

  • Win Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
  • Win Advisors sold 9,898 Vanguard Consumer Discretionary ETF shares in Q1 2024, an estimated $3.01M.
  • Win Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2023 and held it in 2 quarters.
  • Win Advisors's Vanguard Consumer Discretionary ETF position peaked at $3.33M in Q1 2023.
  • 441 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2024.

Based on Win Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.