Bigelow Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bigelow Investment Advisors’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	-4,355	Closed	-$825K	–	153
2019 Q4	$825K	Hold	4,355	–	–	0.48%	59
2019 Q3	$784K	Hold	4,355	–	–	0.5%	59
2019 Q2	$781K	Hold	4,355	–	–	0.52%	56
2019 Q1	$751K	Hold	4,355	–	–	0.52%	59
2018 Q4	$656K	Sell	4,355 -110	-2%	-$17.8K	0.49%	62
2018 Q3	$806K	Buy	4,465 +60	+1%	+$10.6K	0.54%	55
2018 Q2	$747K	Buy	4,405 +180	+4%	+$29.7K	0.51%	57
2018 Q1	$670K	Hold	4,225	–	–	0.46%	64
2017 Q4	$659K	Buy	+4,225	New	+$630K	0.66%	45

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bigelow Investment Advisors's VCR Position: Q1 2020 in Review

Bigelow Investment Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2020, closing a stake of 4,355 shares — an estimated $825K sold.

Bigelow Investment Advisors first reported a position in VCR in Q4 2017 and held it in 9 quarters. The position peaked at $825K in Q4 2019. 243 funds tracked by Wall St. Rank hold VCR as of Q1 2020.

Bigelow Investment Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
Bigelow Investment Advisors sold 4,355 Vanguard Consumer Discretionary ETF shares in Q1 2020, an estimated $825K.
Bigelow Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2017 and held it in 9 quarters.
Bigelow Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $825K in Q4 2019.
243 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2020.

Based on Bigelow Investment Advisors's 13F filing for Q1 2020, filed 5 May 2020.