AWM
VCR icon

Activest Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Activest Wealth 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
2026
Q1 		$144K Hold
401
– – 0.03% 183
2025
Q4 		$158K Buy
+401
New +$157K 0.03% 173
2025
Q3 		– Hold
0
– – – 1405
2025
Q2 		– Hold
0
– – – 1411
2023
Q3 		– Sell
-802
Closed -$148K – 515
2023
Q2 		$148K Buy
+802
New +$207K 0.1% 33
2023
Q1 		– Sell
-223
Closed -$48.7K – 553
2022
Q4 		$48.7K Hold
223
– – 0.01% 185
2022
Q3 		$52K Buy
+223
New +$57.7K 0.02% 177
2021
Q4 		– Sell
-86
Closed -$27K – 414
2021
Q3 		$27K Buy
+86
New +$27.3K 0.02% 152

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return