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CIA
Choate Investment Advisors’s
Vanguard Consumer Discretionary ETF
VCR
Stock Holding History
Choate Investment 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
2026
Q1
$461K
Sell
1,283
-20
-2%
-$7.72K
0.01%
307
2025
Q4
$513K
Buy
1,303
+346
+36%
+$135K
0.01%
301
2025
Q3
$379K
Hold
957
–
–
0.01%
325
2025
Q2
$347K
Hold
957
–
–
0.01%
320
2025
Q1
$312K
Hold
957
–
–
0.01%
319
2024
Q4
$359K
Hold
957
–
–
0.01%
303
2024
Q3
$326K
Hold
957
–
–
0.01%
304
2024
Q2
$299K
Hold
957
–
–
0.01%
302
2024
Q1
$304K
Hold
957
–
–
0.01%
332
2023
Q4
$291K
Buy
957
+60
+7%
+$16.7K
0.01%
310
2023
Q3
$242K
Hold
897
–
–
0.01%
321
2023
Q2
$254K
Hold
897
–
–
0.01%
257
2023
Q1
$227K
Hold
897
–
–
0.01%
252
2022
Q4
$196K
Hold
897
–
–
0.01%
266
2022
Q3
$211K
Hold
897
–
–
0.01%
237
2022
Q2
$204K
Hold
897
–
–
0.01%
250
2022
Q1
$274K
Hold
897
–
–
0.01%
256
2021
Q4
$306K
Hold
897
–
–
0.02%
229
2021
Q3
$278K
Hold
897
–
–
0.02%
230
2021
Q2
$282K
Hold
897
–
–
0.02%
233
2021
Q1
$265K
Sell
897
-139
-13%
-$40.3K
0.02%
231
2020
Q4
$285K
Sell
1,036
-180
-15%
-$45.7K
0.02%
212
2020
Q3
$285K
Buy
+1,216
New
+$276K
0.02%
213
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24.88%
1-Year Est. Return
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27.86%
1-Year Est. Return
Morgan Stanley
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1-Year Est. Return
PCH
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$6.4B AUM
18.53%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
BCMIO
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Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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