Peak Financial Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Peak Financial 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
2019 Q4	–	Sell	-1,240	Closed	-$223K	–	59
2019 Q3	$223K	Hold	1,240	–	–	0.1%	53
2019 Q2	$222K	Hold	1,240	–	–	0.1%	55
2019 Q1	$214K	Buy	+1,240	New	+$205K	0.1%	56
2018 Q4	–	Sell	-1,240	Closed	-$224K	–	58
2018 Q3	$224K	Sell	1,240 -38	-3%	-$6.71K	0.1%	48
2018 Q2	$217K	Sell	1,278 -92	-7%	-$15.2K	0.1%	50
2018 Q1	$217K	Sell	1,370 -233	-15%	-$38.1K	0.1%	47
2017 Q4	$250K	Buy	1,603 +1	+0.1%	+$149	0.09%	46
2017 Q3	$230K	Sell	1,602 -214	-12%	-$30.4K	0.09%	45
2017 Q2	$258K	Sell	1,816 -142	-7%	-$20K	0.1%	38
2017 Q1	$271K	Buy	1,958 +131	+7%	+$17.7K	0.11%	38
2016 Q4	$235K	Sell	1,827 -233	-11%	-$29.6K	0.1%	35
2016 Q3	$259K	Sell	2,060 -1,276	-38%	-$161K	0.11%	24
2016 Q2	$407K	Buy	+3,336	New	+$410K	0.18%	25
2015 Q4	$1.28M	Buy	+10,482	New	+$1.31M	0.59%	19

Other funds holding VCR

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Peak Financial Management's VCR Position: Q4 2019 in Review

Peak Financial Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2019, closing a stake of 1,240 shares — an estimated $223K sold.

Peak Financial Management first reported a position in VCR in Q4 2015 and held it in 14 quarters. The position peaked at $1.28M in Q4 2015. 278 funds tracked by Wall St. Rank hold VCR as of Q4 2019.

Peak Financial Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2019 after selling out during the quarter.
Peak Financial Management sold 1,240 Vanguard Consumer Discretionary ETF shares in Q4 2019, an estimated $223K.
Peak Financial Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2015 and held it in 14 quarters.
Peak Financial Management's Vanguard Consumer Discretionary ETF position peaked at $1.28M in Q4 2015.
278 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2019.

Based on Peak Financial Management's 13F filing for Q4 2019, filed 31 Jan 2020.