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Avantax Planning Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Avantax Planning 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
2026
Q1 		$511K Buy
1,422
+535
+60% +$206K 0.01% 276
2025
Q4 		$349K Buy
+887
New +$347K 0.01% 327
2018
Q4 		– Sell
-291
Closed -$52K – 1156
2018
Q3 		$52K Buy
+291
New +$51.4K ﹤0.01% 479
2018
Q2 		– Sell
-289
Closed -$46K – 1433
2018
Q1 		$46K Buy
+289
New +$47.3K ﹤0.01% 548
2017
Q4 		– Sell
-3,114
Closed -$446K – 357
2017
Q3 		$446K Sell
3,114
-571
-15% -$81.2K 0.04% 219
2017
Q2 		$523K Hold
3,685
– – 0.04% 184
2017
Q1 		$510K Hold
3,685
– – 0.05% 177
2016
Q4 		$474K Buy
+3,685
New +$468K 0.05% 169

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