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

Polaris Wealth 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
2018 Q4	–	Sell	-564	Closed	-$102K	–	443
2018 Q3	$102K	Buy	564 +10	+2%	+$1.76K	0.01%	190
2018 Q2	$88K	Hold	554	–	–	0.01%	111
2018 Q1	$88K	Buy	+554	New	+$90.6K	0.01%	176
2014 Q1	–	Sell	-990	Closed	-$107K	–	198
2013 Q4	$107K	Hold	990	–	–	0.03%	89
2013 Q3	$97.8K	Buy	990 +280	+39%	+$26.9K	0.03%	82
2013 Q2	$64.7K	Buy	+710	New	+$63K	0.03%	77

Other funds holding VCR

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Polaris Wealth Advisory Group's VCR Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2018, closing a stake of 564 shares — an estimated $102K sold.

Polaris Wealth Advisory Group first reported a position in VCR in Q2 2013 and held it in 6 quarters. The position peaked at $107K in Q4 2013. 248 funds tracked by Wall St. Rank hold VCR as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 564 Vanguard Consumer Discretionary ETF shares in Q4 2018, an estimated $102K.
Polaris Wealth Advisory Group first reported a position in Vanguard Consumer Discretionary ETF in Q2 2013 and held it in 6 quarters.
Polaris Wealth Advisory Group's Vanguard Consumer Discretionary ETF position peaked at $107K in Q4 2013.
248 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.