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Boltwood Capital Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Boltwood Capital 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
Q2 		$278K Hold
702
– – 0.06% 168
2026
Q1 		$252K Buy
702
+2
+0.3% +$772 0.06% 171
2025
Q4 		$276K Hold
700
– – 0.07% 158
2025
Q3 		$277K Sell
700
-14
-2% -$5.33K 0.07% 159
2025
Q2 		$259K Sell
714
-50
-7% -$17K 0.07% 161
2025
Q1 		$249K Buy
764
+4
+0.5% +$1.45K 0.08% 161
2024
Q4 		$285K Buy
760
+1
+0.1% +$361 0.09% 147
2024
Q3 		$258K Hold
759
– – 0.08% 151
2024
Q2 		$237K Buy
759
+19
+3% +$5.82K 0.07% 157
2024
Q1 		$235K Buy
740
+1
+0.1% +$305 0.07% 161
2023
Q4 		$225K Sell
739
-92
-11% -$25.6K 0.07% 154
2023
Q3 		$224K Sell
831
-18
-2% -$5.11K 0.08% 148
2023
Q2 		$240K Hold
849
– – 0.09% 146
2023
Q1 		$214K Buy
+849
New +$207K 0.08% 154
2022
Q2 		– Sell
-806
Closed -$246K – 163
2022
Q1 		$246K Buy
806
+3
+0.4% +$914 0.1% 145
2021
Q4 		$274K Hold
803
– – 0.1% 142
2021
Q3 		$249K Hold
803
– – 0.1% 141
2021
Q2 		$252K Hold
803
– – 0.1% 142
2021
Q1 		$237K Hold
803
– – 0.11% 142
2020
Q4 		$221K Buy
+803
New +$204K 0.11% 138

Other funds holding VCR

TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM