PagnatoKarp Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

PagnatoKarp 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
2018 Q2	–	Sell	-2,032	Closed	-$322K	–	153
2018 Q1	$322K	Buy	+2,032	New	+$332K	0.14%	97
2017 Q3	–	Sell	-5,713	Closed	-$813K	–	140
2017 Q2	$813K	Buy	+5,713	New	+$806K	0.25%	56

Other funds holding VCR

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PagnatoKarp Partners's VCR Position: Q2 2018 in Review

PagnatoKarp Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2018, closing a stake of 2,032 shares — an estimated $322K sold.

PagnatoKarp Partners first reported a position in VCR in Q2 2017 and held it in 2 quarters. The position peaked at $813K in Q2 2017. 234 funds tracked by Wall St. Rank hold VCR as of Q2 2018.

PagnatoKarp Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2018 after selling out during the quarter.
PagnatoKarp Partners sold 2,032 Vanguard Consumer Discretionary ETF shares in Q2 2018, an estimated $322K.
PagnatoKarp Partners first reported a position in Vanguard Consumer Discretionary ETF in Q2 2017 and held it in 2 quarters.
PagnatoKarp Partners's Vanguard Consumer Discretionary ETF position peaked at $813K in Q2 2017.
234 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2018.

Based on PagnatoKarp Partners's 13F filing for Q2 2018, filed 10 Aug 2018.