Hefty Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Hefty Wealth Partners’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
2017 Q4	–	Sell	-415	Closed	-$59K	–	265
2017 Q3	$59K	Buy	+415	New	+$59K	0.04%	126
2016 Q2	–	Sell	-371	Closed	-$46K	–	234
2016 Q1	$46K	Hold	371	–	–	0.04%	109
2015 Q4	$45K	Buy	+371	New	+$46.2K	0.04%	110

Other funds holding VCR

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hefty Wealth Partners's VCR Position: Q4 2017 in Review

Hefty Wealth Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2017, closing a stake of 415 shares — an estimated $59K sold.

Hefty Wealth Partners first reported a position in VCR in Q4 2015 and held it in 3 quarters. The position peaked at $59K in Q3 2017. 214 funds tracked by Wall St. Rank hold VCR as of Q4 2017.

Hefty Wealth Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2017 after selling out during the quarter.
Hefty Wealth Partners sold 415 Vanguard Consumer Discretionary ETF shares in Q4 2017, an estimated $59K.
Hefty Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2015 and held it in 3 quarters.
Hefty Wealth Partners's Vanguard Consumer Discretionary ETF position peaked at $59K in Q3 2017.
214 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.