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

Executive 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 Q3	–	Sell	-247	Closed	-$44K	–	759
2019 Q2	$44K	Hold	247	–	–	0.01%	318
2019 Q1	$43K	Sell	247 -43	-15%	-$7.1K	0.01%	293
2018 Q4	$44K	Buy	+290	New	+$47K	0.01%	300

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Executive Wealth Management's VCR Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2019, closing a stake of 247 shares — an estimated $44K sold.

Executive Wealth Management first reported a position in VCR in Q4 2018 and held it in 3 quarters. The position peaked at $44K in Q2 2019. 245 funds tracked by Wall St. Rank hold VCR as of Q3 2019.

Executive Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 247 Vanguard Consumer Discretionary ETF shares in Q3 2019, an estimated $44K.
Executive Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $44K in Q2 2019.
245 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.