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WealthShield Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

WealthShield Partners’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
-13
Closed -$2K – 284
2018
Q3 		$2K Buy
+13
New +$2.29K ﹤0.01% 245

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's VCR Position: Q4 2018 in Review

WealthShield Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2018, closing a stake of 13 shares — an estimated $2K sold.

WealthShield Partners first reported a position in VCR in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 248 funds tracked by Wall St. Rank hold VCR as of Q4 2018.

  • WealthShield Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
  • WealthShield Partners sold 13 Vanguard Consumer Discretionary ETF shares in Q4 2018, an estimated $2K.
  • WealthShield Partners first reported a position in Vanguard Consumer Discretionary ETF in Q3 2018 and held it in 1 quarter.
  • WealthShield Partners's Vanguard Consumer Discretionary ETF position peaked at $2K in Q3 2018.
  • 248 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2018.

Based on WealthShield Partners's 13F filing for Q4 2018, filed 14 Feb 2019.