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

Avior 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 Q1	–	Sell	-129	Closed	-$48.6K	–	2268
2024 Q4	$48.6K	Buy	129 +77	+148%	+$27.8K	﹤0.01%	1163
2024 Q3	$17.7K	Buy	+52	New	+$16.6K	﹤0.01%	1399
2023 Q4	–	Sell	-18	Closed	-$4.85K	–	1667
2023 Q3	$4.85K	Hold	18	–	–	﹤0.01%	1197
2023 Q2	$5.1K	Hold	18	–	–	﹤0.01%	1160
2023 Q1	$4.54K	Buy	+18	New	+$4.38K	﹤0.01%	1229
2022 Q1	–	Sell	-172	Closed	-$58K	–	1245
2021 Q4	$58K	Buy	+172	New	+$57.8K	﹤0.01%	570

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avior Wealth Management's VCR Position: Q1 2025 in Review

Avior Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2025, closing a stake of 129 shares — an estimated $48.6K sold.

Avior Wealth Management first reported a position in VCR in Q4 2021 and held it in 6 quarters. The position peaked at $58K in Q4 2021. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

Avior Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 129 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $48.6K.
Avior Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and held it in 6 quarters.
Avior Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $58K in Q4 2021.
505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.