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

Heritage 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
2019
Q1 		– Sell
-847
Closed -$127K – 405
2018
Q4 		$127K Hold
847
– – 0.05% 146
2018
Q3 		$153K Hold
847
– – 0.05% 142
2018
Q2 		$144K Sell
847
-36
-4% -$5.95K 0.05% 140
2018
Q1 		$140K Buy
883
+200
+29% +$32.7K 0.05% 136
2017
Q4 		$107K Hold
683
– – 0.04% 142
2017
Q3 		$98K Buy
683
+350
+105% +$49.8K 0.04% 149
2017
Q2 		$47K Hold
333
– – 0.02% 187
2017
Q1 		$46K Buy
+333
New +$44.9K 0.02% 193

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 $564B 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 $501B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return