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BSW Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

BSW Wealth Partners’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
-2,252
Closed -$427K – 136
2019
Q4 		$427K Buy
+2,252
New +$412K 0.15% 70

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BCMIO
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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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BSW Wealth Partners's VCR Position: Q1 2020 in Review

BSW Wealth Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2020, closing a stake of 2,252 shares — an estimated $427K sold.

BSW Wealth Partners first reported a position in VCR in Q4 2019 and held it in 1 quarter. The position peaked at $427K in Q4 2019. 243 funds tracked by Wall St. Rank hold VCR as of Q1 2020.

  • BSW Wealth Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
  • BSW Wealth Partners sold 2,252 Vanguard Consumer Discretionary ETF shares in Q1 2020, an estimated $427K.
  • BSW Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and held it in 1 quarter.
  • BSW Wealth Partners's Vanguard Consumer Discretionary ETF position peaked at $427K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2020.

Based on BSW Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.