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Wilbanks Smith & Thomas Asset Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-237
Closed -$43K – 1261
2018
Q3 		$43K Buy
+237
New +$41.8K ﹤0.01% 715

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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 $377B AUM 19.32% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VCR Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2018, closing a stake of 237 shares — an estimated $43K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VCR in Q3 2018 and held it in 1 quarter. The position peaked at $43K in Q3 2018. 248 funds tracked by Wall St. Rank hold VCR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 237 Vanguard Consumer Discretionary ETF shares in Q4 2018, an estimated $43K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Vanguard Consumer Discretionary ETF position peaked at $43K in Q3 2018.
  • 248 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.