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Financial Gravity Asset Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Financial Gravity Asset 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
Q3 		$562K Buy
+3,571
New +$630K 0.59% 28

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Financial Gravity Asset Management's VCR Position: Q3 2018 in Review

Financial Gravity Asset Management opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q3 2018: 3,571 shares worth $562K. The stake represents 0.59% of the portfolio and ranks #28 among its holdings.

250 funds tracked by Wall St. Rank hold VCR as of Q3 2018.

  • Financial Gravity Asset Management held 3,571 shares of Vanguard Consumer Discretionary ETF worth $562K as of Q3 2018.
  • Vanguard Consumer Discretionary ETF was a new Financial Gravity Asset Management position in Q3 2018.
  • Vanguard Consumer Discretionary ETF made up 0.59% of Financial Gravity Asset Management's portfolio in Q3 2018, its #28 holding.
  • 250 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.