MFW
VCR icon

Mosaic Family Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-895
Closed -$154K – 582
2019
Q1 		$154K Hold
895
– – 0.06% 176
2018
Q4 		$135K Hold
895
– – 0.06% 188
2018
Q3 		$148K Sell
895
-4,243
-83% -$749K 0.06% 179
2018
Q2 		$872K Hold
5,138
– – 0.33% 47
2018
Q1 		$815K Hold
5,138
– – 0.3% 49
2017
Q4 		$801K Buy
+5,138
New +$766K 0.29% 52

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $376B AUM 19.32% 1-Year Est. Return