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

Aevitas 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
2020 Q1	–	Sell	-3,255	Closed	-$617K	–	107
2019 Q4	$617K	Sell	3,255 -195	-6%	-$35.7K	0.58%	48
2019 Q3	$621K	Hold	3,450	–	–	0.62%	49
2019 Q2	$619K	Sell	3,450 -2,064	-37%	-$365K	0.62%	50
2019 Q1	$950K	Sell	5,514 -46	-0.8%	-$7.59K	0.85%	34
2018 Q4	$837K	Buy	5,560 +6	+0.1%	+$972	0.86%	32
2018 Q3	$1M	Sell	5,554 -44	-0.8%	-$7.77K	0.91%	34
2018 Q2	$950K	Sell	5,598 -152	-3%	-$25.1K	0.92%	34
2018 Q1	$912K	Sell	5,750 -810	-12%	-$132K	0.91%	35
2017 Q4	$1.02M	Buy	+6,560	New	+$977K	0.97%	36

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JMPWA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Aevitas Wealth Management's VCR Position: Q1 2020 in Review

Aevitas Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2020, closing a stake of 3,255 shares — an estimated $617K sold.

Aevitas Wealth Management first reported a position in VCR in Q4 2017 and held it in 9 quarters. The position peaked at $1.02M in Q4 2017. 243 funds tracked by Wall St. Rank hold VCR as of Q1 2020.

Aevitas Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
Aevitas Wealth Management sold 3,255 Vanguard Consumer Discretionary ETF shares in Q1 2020, an estimated $617K.
Aevitas Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2017 and held it in 9 quarters.
Aevitas Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $1.02M in Q4 2017.
243 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2020.

Based on Aevitas Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.