EWM
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Edge Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Edge Wealth 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
2019
Q1 		– Sell
-3
Closed – – 612
2018
Q4 		$0 Hold
3
– – ﹤0.01% 625
2018
Q3 		$1K Buy
+3
New +$530 ﹤0.01% 587

Other funds holding VCR

Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Wealth Management's VCR Position: Q1 2019 in Review

Edge Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2019, closing a stake of 3 shares.

Edge Wealth Management first reported a position in VCR in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 240 funds tracked by Wall St. Rank hold VCR as of Q1 2019.

  • Edge Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2019 after selling out during the quarter.
  • Edge Wealth Management sold 3 Vanguard Consumer Discretionary ETF shares in Q1 2019.
  • Edge Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2018 and held it in 2 quarters.
  • Edge Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $1K in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.