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

Golden State 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
Q4 		– Sell
-258
Closed -$46K – 902
2019
Q3 		$46K Hold
258
– – 0.02% 454
2019
Q2 		$46K Hold
258
– – 0.01% 477
2019
Q1 		$44K Buy
+258
New +$42.6K 0.01% 479

Other funds holding VCR

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Golden State Wealth Management's VCR Position: Q4 2019 in Review

Golden State Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2019, closing a stake of 258 shares — an estimated $46K sold.

Golden State Wealth Management first reported a position in VCR in Q1 2019 and held it in 3 quarters. The position peaked at $46K in Q3 2019. 278 funds tracked by Wall St. Rank hold VCR as of Q4 2019.

  • Golden State Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 258 Vanguard Consumer Discretionary ETF shares in Q4 2019, an estimated $46K.
  • Golden State Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $46K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.