MWM
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Merriman Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Merriman Wealth Management’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
2016
Q2 		– Sell
-3,000
Closed -$372K – 117
2016
Q1 		$372K Buy
+3,000
New +$349K 0.35% 41

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Merriman Wealth Management's VCR Position: Q2 2016 in Review

Merriman Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2016, closing a stake of 3,000 shares — an estimated $372K sold.

Merriman Wealth Management first reported a position in VCR in Q1 2016 and held it in 1 quarter. The position peaked at $372K in Q1 2016. 145 funds tracked by Wall St. Rank hold VCR as of Q2 2016.

  • Merriman Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2016 after selling out during the quarter.
  • Merriman Wealth Management sold 3,000 Vanguard Consumer Discretionary ETF shares in Q2 2016, an estimated $372K.
  • Merriman Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2016 and held it in 1 quarter.
  • Merriman Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $372K in Q1 2016.
  • 145 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2016.

Based on Merriman Wealth Management's 13F filing for Q2 2016, filed 8 Jul 2016.