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Winch Advisory Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Winch Advisory Services’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
2020
Q3 		– Sell
-18
Closed -$4K – 413
2020
Q2 		$4K Buy
+18
New +$3.24K ﹤0.01% 282

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UBS Group
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Winch Advisory Services's VCR Position: Q3 2020 in Review

Winch Advisory Services sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2020, closing a stake of 18 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in VCR in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 319 funds tracked by Wall St. Rank hold VCR as of Q3 2020.

  • Winch Advisory Services reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2020 after selling out during the quarter.
  • Winch Advisory Services sold 18 Vanguard Consumer Discretionary ETF shares in Q3 2020, an estimated $4K.
  • Winch Advisory Services first reported a position in Vanguard Consumer Discretionary ETF in Q2 2020 and held it in 1 quarter.
  • Winch Advisory Services's Vanguard Consumer Discretionary ETF position peaked at $4K in Q2 2020.
  • 319 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2020.

Based on Winch Advisory Services's 13F filing for Q3 2020, filed 4 Nov 2020.