AWM
VCR icon

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

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JMPWA
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PNC Financial Services Group
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return