MWP
VCR icon

MYCIO Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

MYCIO Wealth Partners’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
-144
Closed -$27K – 368
2019
Q4 		$27K Hold
144
– – ﹤0.01% 420
2019
Q3 		$26K Hold
144
– – ﹤0.01% 393
2019
Q2 		$26K Buy
+144
New +$25.4K ﹤0.01% 361

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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

MYCIO Wealth Partners's VCR Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2020, closing a stake of 144 shares — an estimated $27K sold.

MYCIO Wealth Partners first reported a position in VCR in Q2 2019 and held it in 3 quarters. The position peaked at $27K in Q4 2019. 243 funds tracked by Wall St. Rank hold VCR as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 144 Vanguard Consumer Discretionary ETF shares in Q1 2020, an estimated $27K.
  • MYCIO Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's Vanguard Consumer Discretionary ETF position peaked at $27K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.