CT Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

CT Financial Advisors’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
2017 Q1	$60.2K	Buy	435 +32	+8%	+$4.32K	0.04%	252
2016 Q4	$51.8K	Buy	403 +3	+0.8%	+$381	0.03%	266
2016 Q3	$50.3K	Buy	400 +1	+0.3%	+$126	0.03%	266
2016 Q2	$48.7K	Buy	399 +1	+0.3%	+$123	0.03%	274
2016 Q1	$49.3K	Sell	398 -32	-7%	-$3.72K	0.03%	290
2015 Q4	$52.7K	Hold	430	–	–	0.03%	291
2015 Q3	$50.7K	Hold	430	–	–	0.03%	290
2015 Q2	$53.4K	Hold	430	–	–	0.03%	298
2015 Q1	$52.7K	Hold	430	–	–	0.03%	299
2014 Q4	$50.3K	Buy	+430	New	+$48.1K	0.04%	234
2014 Q1	$52.7K	Buy	+430	New	+$45.5K	0.03%	299

Other funds holding VCR

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

JMPWA

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

CT Financial Advisors's VCR Position: Q1 2017 in Review

CT Financial Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 7.9% in Q1 2017, buying an estimated $4.32K and bringing the position to 435 shares worth $60.2K. The position accounts for 0.04% of the portfolio, ranked #252.

CT Financial Advisors first reported a position in VCR in Q1 2014 and has held it in 11 quarters since. 177 funds tracked by Wall St. Rank hold VCR as of Q1 2017.

CT Financial Advisors held 435 shares of Vanguard Consumer Discretionary ETF worth $60.2K as of Q1 2017.
CT Financial Advisors bought 32 Vanguard Consumer Discretionary ETF shares in Q1 2017, an estimated $4.32K.
Vanguard Consumer Discretionary ETF made up 0.04% of CT Financial Advisors's portfolio in Q1 2017, its #252 holding.
CT Financial Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2014 and has held it in 11 quarters since.
177 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.