Archford Capital Strategies’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Archford Capital Strategies’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
2016 Q3	–	Sell	-81	Closed	-$10K	–	723
2016 Q2	$10K	Buy	+81	New	+$9.97K	0.01%	396
2015 Q1	–	Sell	-21	Closed	-$2K	–	784
2014 Q4	$2K	Hold	21	–	–	﹤0.01%	544
2014 Q3	$2K	Hold	21	–	–	﹤0.01%	538
2014 Q2	$2.29K	Sell	21 -15,150	-100%	-$1.6M	﹤0.01%	658
2014 Q1	$1.61M	Buy	+15,171	New	+$1.6M	1.34%	12

Other funds holding VCR

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

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

BCMIO

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

JMPWA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Archford Capital Strategies's VCR Position: Q3 2016 in Review

Archford Capital Strategies sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2016, closing a stake of 81 shares — an estimated $10K sold.

Archford Capital Strategies first reported a position in VCR in Q1 2014 and held it in 5 quarters. The position peaked at $1.61M in Q1 2014. 149 funds tracked by Wall St. Rank hold VCR as of Q3 2016.

Archford Capital Strategies reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2016 after selling out during the quarter.
Archford Capital Strategies sold 81 Vanguard Consumer Discretionary ETF shares in Q3 2016, an estimated $10K.
Archford Capital Strategies first reported a position in Vanguard Consumer Discretionary ETF in Q1 2014 and held it in 5 quarters.
Archford Capital Strategies's Vanguard Consumer Discretionary ETF position peaked at $1.61M in Q1 2014.
149 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2016.

Based on Archford Capital Strategies's 13F filing for Q3 2016, filed 14 Nov 2016.