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

Angeles 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
2025 Q2	–	Sell	-126	Closed	-$41K	–	454
2025 Q1	$41K	Hold	126	–	–	﹤0.01%	338
2024 Q4	$47.3K	Hold	126	–	–	﹤0.01%	338
2024 Q3	$42.9K	Hold	126	–	–	﹤0.01%	301
2024 Q2	$39.4K	Hold	126	–	–	﹤0.01%	264
2024 Q1	$40K	Hold	126	–	–	﹤0.01%	255
2023 Q4	$38.4K	Buy	+126	New	+$35.1K	﹤0.01%	227

Other funds holding VCR

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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

Angeles Wealth Management's VCR Position: Q2 2025 in Review

Angeles Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2025, closing a stake of 126 shares — an estimated $41K sold.

Angeles Wealth Management first reported a position in VCR in Q4 2023 and held it in 6 quarters. The position peaked at $47.3K in Q4 2024. 515 funds tracked by Wall St. Rank hold VCR as of Q2 2025.

Angeles Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
Angeles Wealth Management sold 126 Vanguard Consumer Discretionary ETF shares in Q2 2025, an estimated $41K.
Angeles Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and held it in 6 quarters.
Angeles Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $47.3K in Q4 2024.
515 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.