YWP
VCR icon

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 – 624
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

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CSIA
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Morgan Stanley
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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return