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

Frontier 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 Q2	–	Sell	-1,224	Closed	-$211K	–	369
2019 Q1	$211K	Sell	1,224 -425	-26%	-$70.2K	0.03%	330
2018 Q4	$248K	Sell	1,649 -39	-2%	-$6.32K	0.04%	298
2018 Q3	$305K	Buy	+1,688	New	+$298K	0.03%	301

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 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Frontier Wealth Management's VCR Position: Q2 2019 in Review

Frontier Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2019, closing a stake of 1,224 shares — an estimated $211K sold.

Frontier Wealth Management first reported a position in VCR in Q3 2018 and held it in 3 quarters. The position peaked at $305K in Q3 2018. 247 funds tracked by Wall St. Rank hold VCR as of Q2 2019.

Frontier Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2019 after selling out during the quarter.
Frontier Wealth Management sold 1,224 Vanguard Consumer Discretionary ETF shares in Q2 2019, an estimated $211K.
Frontier Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2018 and held it in 3 quarters.
Frontier Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $305K in Q3 2018.
247 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.