B. Riley Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

B. Riley Wealth Advisors’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	-618	Closed	-$232K	–	1421
2024 Q4	$232K	Buy	618 +2	+0.3%	+$722	0.01%	970
2024 Q3	$207K	Buy	+616	New	+$197K	0.01%	1125
2023 Q3	–	Sell	-805	Closed	-$228K	–	1632
2023 Q2	$228K	Sell	805 -111	-12%	-$28.6K	0.01%	1282
2023 Q1	$231K	Sell	916 -9	-1%	-$2.19K	0.01%	1219
2022 Q4	$203K	Buy	925 +39	+4%	+$9.14K	0.01%	1259
2022 Q3	$209K	Buy	+886	New	+$229K	0.01%	1205
2022 Q2	–	Sell	-990	Closed	-$303K	–	1392
2022 Q1	$303K	Sell	990 -316	-24%	-$96.2K	0.01%	1003
2021 Q4	$445K	Sell	1,306 -365	-22%	-$123K	0.01%	884
2021 Q3	$518K	Sell	1,671 -28	-2%	-$8.89K	0.02%	764
2021 Q2	$534K	Buy	1,699 +125	+8%	+$38.3K	0.02%	738
2021 Q1	$465K	Buy	+1,574	New	+$457K	0.02%	772
2015 Q1	–	Sell	-158	Closed	-$19K	–	1932
2014 Q4	$19K	Buy	+158	New	+$17.7K	﹤0.01%	2583
2014 Q3	–	Sell	-493	Closed	-$53.8K	–	1837
2014 Q2	$53.8K	Buy	+493	New	+$52K	0.01%	1000

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

B. Riley Wealth Advisors's VCR Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2025, closing a stake of 618 shares — an estimated $232K sold.

B. Riley Wealth Advisors first reported a position in VCR in Q2 2014 and held it in 13 quarters. The position peaked at $534K in Q2 2021. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

B. Riley Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 618 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $232K.
B. Riley Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2014 and held it in 13 quarters.
B. Riley Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $534K in Q2 2021.
505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.