WealthTrust-Arizona’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

WealthTrust-Arizona’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	$85K	Sell	562 -104	-16%	-$16.9K	0.05%	107
2018 Q3	$120K	Sell	666 -14	-2%	-$2.47K	0.06%	89
2018 Q2	$115K	Sell	680 -1	-0.1%	-$165	0.06%	88
2018 Q1	$108K	Buy	+681	New	+$111K	0.06%	93

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 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

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

JMPWA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthTrust-Arizona's VCR Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 16% in Q4 2018, selling an estimated $16.9K and leaving 562 shares worth $85K. The position accounts for 0.05% of the portfolio, ranked #107.

WealthTrust-Arizona first reported a position in VCR in Q1 2018 and has held it in 4 quarters since. The position peaked at $120K in Q3 2018. 248 funds tracked by Wall St. Rank hold VCR as of Q4 2018.

WealthTrust-Arizona held 562 shares of Vanguard Consumer Discretionary ETF worth $85K as of Q4 2018.
WealthTrust-Arizona sold 104 Vanguard Consumer Discretionary ETF shares in Q4 2018, an estimated $16.9K.
Vanguard Consumer Discretionary ETF made up 0.05% of WealthTrust-Arizona's portfolio in Q4 2018, its #107 holding.
WealthTrust-Arizona first reported a position in Vanguard Consumer Discretionary ETF in Q1 2018 and has held it in 4 quarters since.
WealthTrust-Arizona's Vanguard Consumer Discretionary ETF position peaked at $120K in Q3 2018.
248 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.