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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return