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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$841K Buy
2,319
+1,159
+100% +$393K 0.01% 758
2025
Q1
$380K Sell
1,160
-135
-10% -$48.9K ﹤0.01% 886
2024
Q4
$486K Buy
1,295
+91
+8% +$32.8K 0.01% 647
2024
Q3
$410K Hold
1,204
– – 0.01% 669
2024
Q2
$376K Buy
+1,204
New +$369K 0.01% 577
2023
Q4
– Sell
-3,178
Closed -$856K – 670
2023
Q3
$856K Buy
3,178
+444
+16% +$126K 0.02% 393
2023
Q2
$775K Sell
2,734
-2,403
-47% -$620K 0.02% 365
2023
Q1
$1.3M Buy
5,137
+1,028
+25% +$250K 0.03% 316
2022
Q4
$900K Buy
4,109
+2,152
+110% +$504K 0.02% 347
2022
Q3
$460K Buy
1,957
+104
+6% +$26.9K 0.01% 417
2022
Q2
$421K Hold
1,853
– – 0.01% 430
2022
Q1
$566K Sell
1,853
-119
-6% -$36.2K 0.01% 430
2021
Q4
$672K Buy
+1,972
New +$662K 0.01% 423

Other funds holding VCR

Congress Wealth Management's VCR Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Consumer Discretionary ETF (VCR) stake by 100% in Q2 2025, buying an estimated $393K and bringing the position to 2,319 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #758.

Congress Wealth Management first reported a position in VCR in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.3M in Q1 2023. 515 funds tracked by Wall St. Rank hold VCR as of Q2 2025.

  • Congress Wealth Management held 2,319 shares of Vanguard Consumer Discretionary ETF worth $841K as of Q2 2025.
  • Congress Wealth Management bought 1,159 Vanguard Consumer Discretionary ETF shares in Q2 2025, an estimated $393K.
  • Vanguard Consumer Discretionary ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #758 holding.
  • Congress Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and has held it in 13 quarters since.
  • Congress Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $1.3M in Q1 2023.
  • 515 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.