Measured Wealth Private Client Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-100	Closed	-$18K	–	682
2018 Q3	$18K	Buy	+100	New	+$17.7K	0.01%	538

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Measured Wealth Private Client Group's VCR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2018, closing a stake of 100 shares — an estimated $18K sold.

Measured Wealth Private Client Group first reported a position in VCR in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 248 funds tracked by Wall St. Rank hold VCR as of Q4 2018.

Measured Wealth Private Client Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 100 Vanguard Consumer Discretionary ETF shares in Q4 2018, an estimated $18K.
Measured Wealth Private Client Group first reported a position in Vanguard Consumer Discretionary ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's Vanguard Consumer Discretionary ETF position peaked at $18K in Q3 2018.
248 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.