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 Q2	–	Sell	-401	Closed	-$144K	–	1496
2026 Q1	$144K	Hold	401	–	–	0.03%	183
2025 Q4	$158K	Buy	+401	New	+$157K	0.03%	173
2023 Q3	–	Sell	-802	Closed	-$148K	–	397
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	–	413
2021 Q3	$27K	Buy	+86	New	+$27.3K	0.02%	152

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Activest Wealth Management's VCR Position: Q2 2026 in Review

Activest Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2026, closing a stake of 401 shares — an estimated $144K sold.

Activest Wealth Management first reported a position in VCR in Q3 2021 and held it in 6 quarters. The position peaked at $158K in Q4 2025. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Activest Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 401 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $144K.
Activest Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and held it in 6 quarters.
Activest Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $158K in Q4 2025.
577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.