EWM
VCR icon

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

Elite 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
2014
Q1 		– Sell
-248
Closed -$1K – 657
2013
Q4 		$1K Buy
+248
New +$25.6K ﹤0.01% 824

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Elite Wealth Management's VCR Position: Q3 2014 in Review

Elite Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2014, closing a stake of 5,401 shares — an estimated $590K sold.

Elite Wealth Management first reported a position in VCR in Q4 2013 and held it in 3 quarters. The position peaked at $590K in Q2 2014. 89 funds tracked by Wall St. Rank hold VCR as of Q3 2014.

  • Elite Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 5,401 Vanguard Consumer Discretionary ETF shares in Q3 2014, an estimated $590K.
  • Elite Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2013 and held it in 3 quarters.
  • Elite Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $590K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.