DFA
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DHJJ Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

DHJJ Financial 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 		$144K Hold
401
– – 0.05% 243
2025
Q4 		$158K Sell
401
-55
-12% -$21.5K 0.05% 217
2025
Q3 		$181K Hold
456
– – 0.06% 183
2025
Q2 		$165K Sell
456
-25
-5% -$8.48K 0.06% 190
2025
Q1 		$157K Sell
481
-36
-7% -$13K 0.06% 175
2024
Q4 		$194K Buy
517
+36
+7% +$13K 0.08% 158
2024
Q3 		$164K Hold
481
– – 0.06% 165
2024
Q2 		$150K Sell
481
-25
-5% -$7.66K 0.06% 164
2024
Q1 		$161K Buy
506
+40
+9% +$12.2K 0.07% 157
2023
Q4 		$142K Buy
466
+40
+9% +$11.1K 0.07% 163
2023
Q3 		$115K Buy
+426
New +$121K 0.06% 172

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return