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Osborn Williams & Donohoe’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Osborn Williams & Donohoe’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
-15
Closed -$3K – 639
2019
Q1 		$3K Buy
+15
New +$2.48K ﹤0.01% 720

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osborn Williams & Donohoe's VCR Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2019, closing a stake of 15 shares — an estimated $3K sold.

Osborn Williams & Donohoe first reported a position in VCR in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 247 funds tracked by Wall St. Rank hold VCR as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 15 Vanguard Consumer Discretionary ETF shares in Q2 2019, an estimated $3K.
  • Osborn Williams & Donohoe first reported a position in Vanguard Consumer Discretionary ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Consumer Discretionary ETF position peaked at $3K in Q1 2019.
  • 247 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.