SevenBridge Financial Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-100	Closed	-$18K	–	547
2019 Q2	$18K	Hold	100	–	–	0.01%	395
2019 Q1	$17K	Hold	100	–	–	0.01%	359
2018 Q4	$15K	Hold	100	–	–	0.01%	331
2018 Q3	$18K	Hold	100	–	–	0.01%	356
2018 Q2	$17K	Hold	100	–	–	0.01%	367
2018 Q1	$16K	Hold	100	–	–	0.01%	383
2017 Q4	$16K	Sell	100 -100	-50%	-$14.9K	0.01%	398
2017 Q3	$29K	Hold	200	–	–	0.02%	325
2017 Q2	$28K	Hold	200	–	–	0.02%	341
2017 Q1	$27K	Hold	200	–	–	0.02%	334
2016 Q4	$25K	Hold	200	–	–	0.02%	336
2016 Q3	$25K	Hold	200	–	–	0.02%	334
2016 Q2	$24K	Buy	+200	New	+$24.6K	0.02%	389

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

JMPWA

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

SevenBridge Financial Group's VCR Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2019, closing a stake of 100 shares — an estimated $18K sold.

SevenBridge Financial Group first reported a position in VCR in Q2 2016 and held it in 13 quarters. The position peaked at $29K in Q3 2017. 245 funds tracked by Wall St. Rank hold VCR as of Q3 2019.

SevenBridge Financial Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 100 Vanguard Consumer Discretionary ETF shares in Q3 2019, an estimated $18K.
SevenBridge Financial Group first reported a position in Vanguard Consumer Discretionary ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Vanguard Consumer Discretionary ETF position peaked at $29K in Q3 2017.
245 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.