Transamerica Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Transamerica Financial Advisors’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
2020 Q3	–	Sell	-38	Closed	-$8K	–	474
2020 Q2	$8K	Buy	+38	New	+$6.85K	﹤0.01%	273
2016 Q2	–	Sell	-282	Closed	-$35K	–	696
2016 Q1	$35K	Buy	282 +41	+17%	+$4.77K	﹤0.01%	414
2015 Q4	$30K	Hold	241	–	–	﹤0.01%	473
2015 Q3	$29K	Buy	+241	New	+$29.8K	﹤0.01%	460

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Transamerica Financial Advisors's VCR Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2020, closing a stake of 38 shares — an estimated $8K sold.

Transamerica Financial Advisors first reported a position in VCR in Q3 2015 and held it in 4 quarters. The position peaked at $35K in Q1 2016. 319 funds tracked by Wall St. Rank hold VCR as of Q3 2020.

Transamerica Financial Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2020 after selling out during the quarter.
Transamerica Financial Advisors sold 38 Vanguard Consumer Discretionary ETF shares in Q3 2020, an estimated $8K.
Transamerica Financial Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2015 and held it in 4 quarters.
Transamerica Financial Advisors's Vanguard Consumer Discretionary ETF position peaked at $35K in Q1 2016.
319 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.