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WFG Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

WFG Advisors’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
2017
Q2 		$74K Sell
522
-125
-19% -$17.6K 0.02% 607
2017
Q1 		$90K Sell
647
-22
-3% -$2.97K 0.02% 500
2016
Q4 		$86K Sell
669
-39
-6% -$4.96K 0.02% 571
2016
Q3 		$89K Sell
708
-487
-41% -$61.5K 0.02% 556
2016
Q2 		$146K Hold
1,195
– – 0.04% 411
2016
Q1 		$148K Sell
1,195
-429
-26% -$49.9K 0.04% 388
2015
Q4 		$199K Sell
1,624
-90
-5% -$11.2K 0.06% 288
2015
Q3 		$202K Buy
1,714
+176
+11% +$21.8K 0.06% 287
2015
Q2 		$191K Buy
1,538
+16
+1% +$1.99K 0.05% 359
2015
Q1 		$186K Buy
1,522
+268
+21% +$31.9K 0.05% 372
2014
Q4 		$147K Buy
1,254
+893
+247% +$99.8K 0.03% 532
2014
Q3 		$39K Hold
361
– – 0.01% 1012
2014
Q2 		$39K Sell
361
-197
-35% -$20.8K 0.01% 1013
2014
Q1 		$59K Buy
558
+158
+40% +$16.7K 0.01% 844
2013
Q4 		$43K Buy
400
+26
+7% +$2.69K 0.01% 1055
2013
Q3 		$37K Sell
374
-525
-58% -$50.4K 0.01% 1043
2013
Q2 		$82K Buy
+899
New +$79.8K 0.01% 731

Other funds holding VCR

Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's VCR Position: Q2 2017 in Review

WFG Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 19% in Q2 2017, selling an estimated $17.6K and leaving 522 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #607.

WFG Advisors first reported a position in VCR in Q2 2013 and has held it in 17 quarters since. The position peaked at $202K in Q3 2015. 189 funds tracked by Wall St. Rank hold VCR as of Q2 2017.

  • WFG Advisors held 522 shares of Vanguard Consumer Discretionary ETF worth $74K as of Q2 2017.
  • WFG Advisors sold 125 Vanguard Consumer Discretionary ETF shares in Q2 2017, an estimated $17.6K.
  • Vanguard Consumer Discretionary ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #607 holding.
  • WFG Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Consumer Discretionary ETF position peaked at $202K in Q3 2015.
  • 189 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.