HVIA
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Hudson Valley Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Hudson Valley Investment Advisors’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
Q3 		– Sell
-2,827
Closed -$507K – 170
2019
Q2 		$507K Buy
+2,827
New +$499K 0.12% 119

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.66T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Hudson Valley Investment Advisors's VCR Position: Q3 2019 in Review

Hudson Valley Investment Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2019, closing a stake of 2,827 shares — an estimated $507K sold.

Hudson Valley Investment Advisors first reported a position in VCR in Q2 2019 and held it in 1 quarter. The position peaked at $507K in Q2 2019. 245 funds tracked by Wall St. Rank hold VCR as of Q3 2019.

  • Hudson Valley Investment Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2019 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 2,827 Vanguard Consumer Discretionary ETF shares in Q3 2019, an estimated $507K.
  • Hudson Valley Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2019 and held it in 1 quarter.
  • Hudson Valley Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $507K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2019.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.