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

Endurance 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
2018 Q4	–	Sell	-1,350	Closed	-$244K	–	485
2018 Q3	$244K	Hold	1,350	–	–	0.04%	158
2018 Q2	$229K	Hold	1,350	–	–	0.04%	166
2018 Q1	$214K	Hold	1,350	–	–	0.04%	173
2017 Q4	$211K	Hold	1,350	–	–	0.03%	167
2017 Q3	$194K	Hold	1,350	–	–	0.03%	175
2017 Q2	$192K	Hold	1,350	–	–	0.03%	172
2017 Q1	$187K	Hold	1,350	–	–	0.03%	171
2016 Q4	$174K	Hold	1,350	–	–	0.03%	177
2016 Q3	$169K	Hold	1,350	–	–	0.03%	181
2016 Q2	$165K	Hold	1,350	–	–	0.03%	175
2016 Q1	$167K	Hold	1,350	–	–	0.02%	173
2015 Q4	$165K	Hold	1,350	–	–	0.03%	180
2015 Q3	$167K	Hold	1,350	–	–	0.03%	183
2015 Q2	$168K	Buy	+1,350	New	+$167K	0.03%	178

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 29.2% 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

Endurance Wealth Management's VCR Position: Q4 2018 in Review

Endurance Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2018, closing a stake of 1,350 shares — an estimated $244K sold.

Endurance Wealth Management first reported a position in VCR in Q2 2015 and held it in 14 quarters. The position peaked at $244K in Q3 2018. 248 funds tracked by Wall St. Rank hold VCR as of Q4 2018.

Endurance Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
Endurance Wealth Management sold 1,350 Vanguard Consumer Discretionary ETF shares in Q4 2018, an estimated $244K.
Endurance Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2015 and held it in 14 quarters.
Endurance Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $244K in Q3 2018.
248 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2018.

Based on Endurance Wealth Management's 13F filing for Q4 2018, filed 14 Jan 2019.