Bogart Wealth LLC’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bogart Wealth LLC’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 Q2	$172K	Hold	433	–	–	0.01%	313
2026 Q1	$155K	Hold	433	–	–	0.01%	298
2025 Q4	$171K	Hold	433	–	–	0.01%	270
2025 Q3	$172K	Hold	433	–	–	0.01%	265
2025 Q2	$157K	Hold	433	–	–	0.01%	265
2025 Q1	$141K	Hold	433	–	–	0.01%	263
2024 Q4	$163K	Hold	433	–	–	0.01%	238
2024 Q3	$147K	Hold	433	–	–	0.01%	253
2024 Q2	$135K	Buy	+433	New	+$133K	0.01%	254
2021 Q3	–	Sell	-10	Closed	-$3K	–	781
2021 Q2	$3K	Buy	+10	New	+$3.07K	﹤0.01%	582
2019 Q1	–	Sell	-30	Closed	-$4K	–	379
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	297
2018 Q3	$5K	Buy	+30	New	+$5.29K	﹤0.01%	273

Other funds holding VCR

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bogart Wealth LLC's VCR Position: Q2 2026 in Review

Bogart Wealth LLC held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 433 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #313.

Bogart Wealth LLC first reported a position in VCR in Q3 2018 and has held it in 12 quarters since. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Bogart Wealth LLC held 433 shares of Vanguard Consumer Discretionary ETF worth $172K as of Q2 2026.
Bogart Wealth LLC left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #313 holding.
Bogart Wealth LLC first reported a position in Vanguard Consumer Discretionary ETF in Q3 2018 and has held it in 12 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.