Vickerman & Driscoll Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Vickerman & Driscoll 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 Q1	$343K	Buy	+2,363	New	+$423K	0.21%	59
2018 Q4	–	Sell	-141	Closed	-$25K	–	105
2018 Q3	$25K	Hold	141	–	–	0.02%	94
2018 Q2	$24K	Sell	141 -224	-61%	-$37K	0.02%	92
2018 Q1	$58K	Hold	365	–	–	0.04%	84
2017 Q4	$57K	Buy	+365	New	+$54.4K	0.04%	79

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

JMPWA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VCR Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q1 2020: 2,363 shares worth $343K. The stake represents 0.21% of the portfolio and ranks #59 among its holdings. This is a return to the name: Vickerman & Driscoll Financial Advisors previously reported a position in VCR as recently as Q3 2018.

Vickerman & Driscoll Financial Advisors first reported a position in VCR in Q4 2017 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold VCR as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 2,363 shares of Vanguard Consumer Discretionary ETF worth $343K as of Q1 2020.
Vanguard Consumer Discretionary ETF was a new Vickerman & Driscoll Financial Advisors position in Q1 2020.
Vanguard Consumer Discretionary ETF made up 0.21% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #59 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2017 and has held it in 5 quarters since.
243 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.