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Fernwood Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Fernwood Investment 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
Q4 		– Sell
-3,260
Closed -$587K – 186
2019
Q3 		$587K Buy
+3,260
New +$589K 0.29% 92

Other funds holding VCR

M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fernwood Investment Management's VCR Position: Q4 2019 in Review

Fernwood Investment Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2019, closing a stake of 3,260 shares — an estimated $587K sold.

Fernwood Investment Management first reported a position in VCR in Q3 2019 and held it in 1 quarter. The position peaked at $587K in Q3 2019. 278 funds tracked by Wall St. Rank hold VCR as of Q4 2019.

  • Fernwood Investment Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2019 after selling out during the quarter.
  • Fernwood Investment Management sold 3,260 Vanguard Consumer Discretionary ETF shares in Q4 2019, an estimated $587K.
  • Fernwood Investment Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2019 and held it in 1 quarter.
  • Fernwood Investment Management's Vanguard Consumer Discretionary ETF position peaked at $587K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2019.

Based on Fernwood Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.