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Winslow Evans & Crocker’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Winslow Evans & Crocker’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
Q4 		$65K Buy
235
+135
+135% +$34.3K 0.01% 536
2020
Q3 		$23K Hold
100
– – 0.01% 603
2020
Q2 		$20K Hold
100
– – 0.01% 616
2020
Q1 		$16K Hold
100
– – 0.01% 623
2019
Q4 		$20K Hold
100
– – 0.01% 669
2019
Q3 		$20K Hold
100
– – 0.01% 657
2019
Q2 		$18K Hold
100
– – 0.01% 701
2019
Q1 		$18K Hold
100
– – 0.01% 702
2018
Q4 		$16K Hold
100
– – 0.01% 676
2018
Q3 		$20K Hold
100
– – 0.01% 667
2018
Q2 		$18K Hold
100
– – 0.01% 699
2018
Q1 		$15.9K Hold
100
– – 0.01% 688
2017
Q4 		$15.6K Hold
100
– – 0.01% 713
2017
Q3 		$14.3K Sell
100
-440
-81% -$62.6K ﹤0.01% 745
2017
Q2 		$76.7K Sell
540
-2
-0.4% -$282 0.02% 473
2017
Q1 		$74.8K Hold
542
– – 0.02% 457
2016
Q4 		$69.5K Sell
542
-246
-31% -$31.3K 0.02% 460
2016
Q3 		$98.8K Hold
788
– – 0.03% 408
2016
Q2 		$95.9K Sell
788
-321
-29% -$39.5K 0.03% 389
2016
Q1 		$138K Sell
1,109
-679
-38% -$79K 0.04% 314
2015
Q4 		$219K Sell
1,788
-476
-21% -$59.3K 0.06% 280
2015
Q3 		$267K Hold
2,264
– – 0.08% 229
2015
Q2 		$281K Buy
2,264
+200
+10% +$24.8K 0.08% 247
2015
Q1 		$253K Buy
2,064
+1,848
+856% +$220K 0.07% 268
2014
Q4 		$25.1K Sell
216
-124
-36% -$13.9K 0.01% 678
2014
Q3 		$36.9K Hold
340
– – 0.01% 619
2014
Q2 		$37.1K Hold
340
– – 0.01% 550
2014
Q1 		$36K Buy
340
+100
+42% +$10.6K 0.01% 548
2013
Q4 		$26K Buy
+240
New +$24.8K 0.01% 634

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Winslow Evans & Crocker's VCR Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Consumer Discretionary ETF (VCR) stake by 135% in Q4 2020, buying an estimated $34.3K and bringing the position to 235 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #536.

Winslow Evans & Crocker first reported a position in VCR in Q4 2013 and has held it in 29 quarters since. The position peaked at $281K in Q2 2015. 351 funds tracked by Wall St. Rank hold VCR as of Q4 2020.

  • Winslow Evans & Crocker held 235 shares of Vanguard Consumer Discretionary ETF worth $65K as of Q4 2020.
  • Winslow Evans & Crocker bought 135 Vanguard Consumer Discretionary ETF shares in Q4 2020, an estimated $34.3K.
  • Vanguard Consumer Discretionary ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #536 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Consumer Discretionary ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Vanguard Consumer Discretionary ETF position peaked at $281K in Q2 2015.
  • 351 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.