Wagner Wealth Management (South Carolina)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	$81K	Buy	448 +3	+0.7%	+$530	0.05%	212
2018 Q2	$75K	Hold	445	–	–	0.05%	203
2018 Q1	$71K	Buy	445 +1	+0.2%	+$164	0.05%	195
2017 Q4	$73K	Buy	+444	New	+$66.2K	0.05%	192

Other funds holding VCR

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

BCMIO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

JMPWA

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

Wagner Wealth Management (South Carolina)'s VCR Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.67% in Q3 2018, buying an estimated $530 and bringing the position to 448 shares worth $81K. The position accounts for 0.05% of the portfolio, ranked #212.

Wagner Wealth Management (South Carolina) first reported a position in VCR in Q4 2017 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold VCR as of Q3 2018.

Wagner Wealth Management (South Carolina) held 448 shares of Vanguard Consumer Discretionary ETF worth $81K as of Q3 2018.
Wagner Wealth Management (South Carolina) bought 3 Vanguard Consumer Discretionary ETF shares in Q3 2018, an estimated $530.
Vanguard Consumer Discretionary ETF made up 0.05% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #212 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Consumer Discretionary ETF in Q4 2017 and has held it in 4 quarters since.
250 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.