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Legacy Financial Strategies’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Legacy Financial Strategies’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
2018
Q3 		– Sell
-4,280
Closed -$726K – 84
2018
Q2 		$726K Sell
4,280
-1,063
-20% -$176K 0.65% 18
2018
Q1 		$848K Buy
5,343
+2,682
+101% +$439K 0.83% 16
2017
Q4 		$415K Buy
+2,661
New +$396K 0.44% 42

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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

Legacy Financial Strategies's VCR Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2018, closing a stake of 4,280 shares — an estimated $726K sold.

Legacy Financial Strategies first reported a position in VCR in Q4 2017 and held it in 3 quarters. The position peaked at $848K in Q1 2018. 250 funds tracked by Wall St. Rank hold VCR as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 4,280 Vanguard Consumer Discretionary ETF shares in Q3 2018, an estimated $726K.
  • Legacy Financial Strategies first reported a position in Vanguard Consumer Discretionary ETF in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's Vanguard Consumer Discretionary ETF position peaked at $848K in Q1 2018.
  • 250 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.