Capital Advisory Group Advisory Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Capital Advisory Group Advisory Services’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	-112	Closed	-$20K	–	425
2018 Q3	$20K	Hold	112	–	–	0.01%	196
2018 Q2	$19K	Hold	112	–	–	0.01%	185
2018 Q1	$18K	Buy	+112	New	+$18.3K	0.01%	191

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

Capital Advisory Group Advisory Services's VCR Position: Q4 2018 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2018, closing a stake of 112 shares — an estimated $20K sold.

Capital Advisory Group Advisory Services first reported a position in VCR in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 248 funds tracked by Wall St. Rank hold VCR as of Q4 2018.

Capital Advisory Group Advisory Services reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 112 Vanguard Consumer Discretionary ETF shares in Q4 2018, an estimated $20K.
Capital Advisory Group Advisory Services first reported a position in Vanguard Consumer Discretionary ETF in Q1 2018 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Vanguard Consumer Discretionary ETF position peaked at $20K in Q3 2018.
248 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2018, filed 28 May 2020.