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Weatherstone Capital Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Weatherstone Capital Management’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
2014
Q2 		– Sell
-10,746
Closed -$1.14M – 86
2014
Q1 		$1.14M Buy
+10,746
New +$1.14M 0.33% 28

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Weatherstone Capital Management's VCR Position: Q2 2014 in Review

Weatherstone Capital Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2014, closing a stake of 10,746 shares — an estimated $1.14M sold.

Weatherstone Capital Management first reported a position in VCR in Q1 2014 and held it in 1 quarter. The position peaked at $1.14M in Q1 2014. 86 funds tracked by Wall St. Rank hold VCR as of Q2 2014.

  • Weatherstone Capital Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2014 after selling out during the quarter.
  • Weatherstone Capital Management sold 10,746 Vanguard Consumer Discretionary ETF shares in Q2 2014, an estimated $1.14M.
  • Weatherstone Capital Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2014 and held it in 1 quarter.
  • Weatherstone Capital Management's Vanguard Consumer Discretionary ETF position peaked at $1.14M in Q1 2014.
  • 86 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2014.

Based on Weatherstone Capital Management's 13F filing for Q2 2014, filed 23 Jul 2014.