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PFM
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
$29.2B AUM
22.81%
1-Year Est. Return
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
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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