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

BerganKDV 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
Q3 		– Sell
-15
Closed -$3K – 1011
2020
Q2 		$3K Buy
+15
New +$2.7K ﹤0.01% 720

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $85.1B AUM 27.35% 1-Year Est. Return

BerganKDV Wealth Management's VCR Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2020, closing a stake of 15 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in VCR in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 319 funds tracked by Wall St. Rank hold VCR as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 15 Vanguard Consumer Discretionary ETF shares in Q3 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $3K in Q2 2020.
  • 319 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.