Concorde Asset Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Concorde Asset Management’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	-2,279	Closed	-$432K	–	162
2019 Q4	$432K	Buy	+2,279	New	+$417K	0.3%	81
2017 Q4	–	Sell	-1,422	Closed	-$204K	–	152
2017 Q3	$204K	Buy	+1,422	New	+$202K	0.18%	142

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concorde Asset Management's VCR Position: Q1 2020 in Review

Concorde Asset Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2020, closing a stake of 2,279 shares — an estimated $432K sold.

Concorde Asset Management first reported a position in VCR in Q3 2017 and held it in 2 quarters. The position peaked at $432K in Q4 2019. 243 funds tracked by Wall St. Rank hold VCR as of Q1 2020.

Concorde Asset Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
Concorde Asset Management sold 2,279 Vanguard Consumer Discretionary ETF shares in Q1 2020, an estimated $432K.
Concorde Asset Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2017 and held it in 2 quarters.
Concorde Asset Management's Vanguard Consumer Discretionary ETF position peaked at $432K in Q4 2019.
243 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2020.

Based on Concorde Asset Management's 13F filing for Q1 2020, filed 22 Apr 2020.