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Meridian Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Meridian Wealth 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
Q1 		– Sell
-179
Closed -$27K – 377
2018
Q4 		$27K Buy
+179
New +$29K 0.02% 327

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
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

Meridian Wealth Advisors's VCR Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2019, closing a stake of 179 shares — an estimated $27K sold.

Meridian Wealth Advisors first reported a position in VCR in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 240 funds tracked by Wall St. Rank hold VCR as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 179 Vanguard Consumer Discretionary ETF shares in Q1 2019, an estimated $27K.
  • Meridian Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $27K in Q4 2018.
  • 240 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.