WAM
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Wealthspire Advisors (Maryland)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-135
Closed -$23K – 2013
2019
Q1 		$23K Hold
135
– – ﹤0.01% 1225
2018
Q4 		$20K Hold
135
– – ﹤0.01% 1211
2018
Q3 		$24K Hold
135
– – ﹤0.01% 1237
2018
Q2 		$23K Hold
135
– – ﹤0.01% 1268
2018
Q1 		$21K Hold
135
– – ﹤0.01% 1285
2017
Q4 		$21K Hold
135
– – ﹤0.01% 1313
2017
Q3 		$19K Hold
135
– – ﹤0.01% 1316
2017
Q2 		$19K Buy
+135
New +$19.1K ﹤0.01% 1292

Other funds holding VCR

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $376B AUM 19.32% 1-Year Est. Return