BFIM
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Beese Fulmer Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Beese Fulmer Investment 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
Q3 		– Sell
-93
Closed -$19K – 523
2020
Q2 		$19K Buy
+93
New +$16.8K ﹤0.01% 423

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beese Fulmer Investment Management's VCR Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2020, closing a stake of 93 shares — an estimated $19K sold.

Beese Fulmer Investment Management first reported a position in VCR in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 320 funds tracked by Wall St. Rank hold VCR as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 93 Vanguard Consumer Discretionary ETF shares in Q3 2020, an estimated $19K.
  • Beese Fulmer Investment Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Vanguard Consumer Discretionary ETF position peaked at $19K in Q2 2020.
  • 320 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.