WJ Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

WJ Wealth Management’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 Q1	–	Sell	-10,647	Closed	-$3.61M	–	61
2021 Q4	$3.61M	Sell	10,647 -1,735	-14%	-$583K	2.16%	15
2021 Q3	$3.85M	Buy	+12,382	New	+$3.93M	2.56%	15

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BCMIO

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

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

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

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

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

WJ Wealth Management's VCR Position: Q1 2022 in Review

WJ Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2022, closing a stake of 10,647 shares — an estimated $3.61M sold.

WJ Wealth Management first reported a position in VCR in Q3 2021 and held it in 2 quarters. The position peaked at $3.85M in Q3 2021. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

WJ Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
WJ Wealth Management sold 10,647 Vanguard Consumer Discretionary ETF shares in Q1 2022, an estimated $3.61M.
WJ Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and held it in 2 quarters.
WJ Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $3.85M in Q3 2021.
414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

Based on WJ Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.