McKinley Carter Wealth Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

McKinley Carter Wealth Services’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	-13	Closed	-$2K	–	179
2019 Q4	$2K	Buy	+13	New	+$2.38K	﹤0.01%	188
2018 Q2	–	Sell	-88	Closed	-$14K	–	370
2018 Q1	$14K	Buy	+88	New	+$14.4K	﹤0.01%	360

Other funds holding VCR

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

BCMIO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

McKinley Carter Wealth Services's VCR Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2020, closing a stake of 13 shares — an estimated $2K sold.

McKinley Carter Wealth Services first reported a position in VCR in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 243 funds tracked by Wall St. Rank hold VCR as of Q1 2020.

McKinley Carter Wealth Services reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
McKinley Carter Wealth Services sold 13 Vanguard Consumer Discretionary ETF shares in Q1 2020, an estimated $2K.
McKinley Carter Wealth Services first reported a position in Vanguard Consumer Discretionary ETF in Q1 2018 and held it in 2 quarters.
McKinley Carter Wealth Services's Vanguard Consumer Discretionary ETF position peaked at $14K in Q1 2018.
243 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.