GT
VCR icon

Greenleaf Trust’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Greenleaf Trust’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
2020
Q1 		– Sell
-3,168
Closed -$600K – 596
2019
Q4 		$600K Hold
3,168
– – 0.01% 255
2019
Q3 		$571K Hold
3,168
– – 0.01% 256
2019
Q2 		$568K Hold
3,168
– – 0.01% 253
2019
Q1 		$546K Hold
3,168
– – 0.01% 254
2018
Q4 		$477K Hold
3,168
– – 0.01% 266
2018
Q3 		$572K Hold
3,168
– – 0.01% 257
2018
Q2 		$537K Sell
3,168
-3,567
-53% -$589K 0.01% 259
2018
Q1 		$1.07M Sell
6,735
-2,411
-26% -$394K 0.02% 143
2017
Q4 		$1.43M Buy
9,146
+244
+3% +$36.4K 0.03% 123
2017
Q3 		$1.28M Buy
8,902
+1,170
+15% +$166K 0.03% 129
2017
Q2 		$1.1M Buy
+7,732
New +$1.09M 0.03% 126

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BCMIO
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Wells Fargo
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return