AWM
VCR icon

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

Axxcess 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 		$3.49M Sell
9,714
-554
-5% -$214K 0.11% 156
2025
Q4 		$4.05M Sell
10,268
-481
-4% -$188K 0.07% 247
2025
Q3 		$4.26M Buy
10,749
+101
+0.9% +$38.5K 0.09% 178
2025
Q2 		$3.86M Sell
10,648
-3,203
-23% -$1.09M 0.09% 178
2025
Q1 		$4.51M Sell
13,851
-633
-4% -$229K 0.12% 146
2024
Q4 		$5.44M Buy
14,484
+159
+1% +$57.4K 0.13% 132
2024
Q3 		$4.88M Buy
14,325
+457
+3% +$146K 0.12% 141
2024
Q2 		$4.33M Buy
13,868
+569
+4% +$174K 0.12% 148
2024
Q1 		$4.23M Buy
13,299
+578
+5% +$176K 0.12% 148
2023
Q4 		$3.87M Buy
12,721
+278
+2% +$77.5K 0.12% 150
2023
Q3 		$3.35M Buy
+12,443
New +$3.53M 0.11% 138

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