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	–	1973
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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VCR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2019, closing a stake of 135 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in VCR in Q2 2017 and held it in 8 quarters. The position peaked at $24K in Q3 2018. 247 funds tracked by Wall St. Rank hold VCR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 135 Vanguard Consumer Discretionary ETF shares in Q2 2019, an estimated $23K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Consumer Discretionary ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Consumer Discretionary ETF position peaked at $24K in Q3 2018.
247 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.