YorkBridge Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-415	Closed	-$74K	–	623
2019 Q2	$74K	Hold	415	–	–	0.03%	331
2019 Q1	$72K	Hold	415	–	–	0.03%	326
2018 Q4	$62K	Hold	415	–	–	0.03%	310
2018 Q3	$75K	Hold	415	–	–	0.03%	314
2018 Q2	$70K	Hold	415	–	–	0.03%	333
2018 Q1	$66K	Hold	415	–	–	0.03%	342
2017 Q4	$66K	Hold	415	–	–	0.03%	342
2017 Q3	$59K	Hold	415	–	–	0.03%	355
2017 Q2	$59K	Hold	415	–	–	0.03%	354
2017 Q1	$59K	Hold	415	–	–	0.03%	351
2016 Q4	$54K	Buy	+415	New	+$52.7K	0.03%	344

Other funds holding VCR

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

YorkBridge Wealth Partners's VCR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2019, closing a stake of 415 shares — an estimated $74K sold.

YorkBridge Wealth Partners first reported a position in VCR in Q4 2016 and held it in 11 quarters. The position peaked at $75K in Q3 2018. 245 funds tracked by Wall St. Rank hold VCR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 415 Vanguard Consumer Discretionary ETF shares in Q3 2019, an estimated $74K.
YorkBridge Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Vanguard Consumer Discretionary ETF position peaked at $75K in Q3 2018.
245 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.