Boston Family Office’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Boston Family Office’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
2018 Q4	–	Sell	-1,806	Closed	-$326K	–	264
2018 Q3	$326K	Buy	1,806 +496	+38%	+$87.5K	0.03%	231
2018 Q2	$222K	Sell	1,310 -660	-34%	-$109K	0.03%	247
2018 Q1	$312K	Sell	1,970 -410	-17%	-$67.1K	0.04%	227
2017 Q4	$371K	Hold	2,380	–	–	0.04%	212
2017 Q3	$341K	Sell	2,380 -995	-29%	-$142K	0.04%	221
2017 Q2	$479K	Buy	3,375 +5	+0.1%	+$706	0.06%	197
2017 Q1	$467K	Buy	3,370 +365	+12%	+$49.2K	0.06%	189
2016 Q4	$387K	Buy	3,005 +75	+3%	+$9.53K	0.05%	199
2016 Q3	$368K	Buy	2,930 +145	+5%	+$18.3K	0.05%	204
2016 Q2	$340K	Buy	+2,785	New	+$343K	0.04%	209

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boston Family Office's VCR Position: Q4 2018 in Review

Boston Family Office sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2018, closing a stake of 1,806 shares — an estimated $326K sold.

Boston Family Office first reported a position in VCR in Q2 2016 and held it in 10 quarters. The position peaked at $479K in Q2 2017. 248 funds tracked by Wall St. Rank hold VCR as of Q4 2018.

Boston Family Office reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
Boston Family Office sold 1,806 Vanguard Consumer Discretionary ETF shares in Q4 2018, an estimated $326K.
Boston Family Office first reported a position in Vanguard Consumer Discretionary ETF in Q2 2016 and held it in 10 quarters.
Boston Family Office's Vanguard Consumer Discretionary ETF position peaked at $479K in Q2 2017.
248 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2018.

Based on Boston Family Office's 13F filing for Q4 2018, filed 12 Feb 2019.