Pinnacle Advisory Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$708K	Buy	2,398 +1,188	+98%	+$345K	0.03%	132
2020 Q4	$333K	Hold	1,210	–	–	0.02%	152
2020 Q3	$284K	Buy	+1,210	New	+$274K	0.02%	150
2019 Q3	–	Sell	-1,580	Closed	-$283K	–	171
2019 Q2	$283K	Hold	1,580	–	–	0.02%	139
2019 Q1	$272K	Sell	1,580 -1,527	-49%	-$252K	0.02%	138
2018 Q4	$468K	Buy	+3,107	New	+$504K	0.04%	109
2017 Q1	–	Sell	-4,518	Closed	-$581K	–	209
2016 Q4	$581K	Sell	4,518 -514	-10%	-$65.3K	0.04%	97
2016 Q3	$626K	Buy	+5,032	New	+$636K	0.05%	60

Other funds holding VCR

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinnacle Advisory Group's VCR Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Vanguard Consumer Discretionary ETF (VCR) stake by 98% in Q1 2021, buying an estimated $345K and bringing the position to 2,398 shares worth $708K. The position accounts for 0.03% of the portfolio, ranked #132.

Pinnacle Advisory Group first reported a position in VCR in Q3 2016 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold VCR as of Q1 2021.

Pinnacle Advisory Group held 2,398 shares of Vanguard Consumer Discretionary ETF worth $708K as of Q1 2021.
Pinnacle Advisory Group bought 1,188 Vanguard Consumer Discretionary ETF shares in Q1 2021, an estimated $345K.
Vanguard Consumer Discretionary ETF made up 0.03% of Pinnacle Advisory Group's portfolio in Q1 2021, its #132 holding.
Pinnacle Advisory Group first reported a position in Vanguard Consumer Discretionary ETF in Q3 2016 and has held it in 8 quarters since.
362 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.