FHA
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Flagship Harbor Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Flagship Harbor 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 		– Sell
-89
Closed -$35.3K – 2134
2025
Q4 		$35.3K Buy
+89
New +$34.8K ﹤0.01% 1161
2020
Q4 		– Sell
-8
Closed -$1K – 1719
2020
Q3 		$1K Hold
8
– – ﹤0.01% 1861
2020
Q2 		$1K Hold
8
– – ﹤0.01% 1960
2020
Q1 		$1K Hold
8
– – ﹤0.01% 1810
2019
Q4 		$2K Hold
8
– – ﹤0.01% 1744
2019
Q3 		$1K Hold
8
– – ﹤0.01% 1791
2019
Q2 		$1K Sell
8
-228
-97% -$40.3K ﹤0.01% 1814
2019
Q1 		$40K Buy
236
+8
+4% +$1.32K 0.01% 824
2018
Q4 		$34K Buy
228
+20
+10% +$3.24K 0.01% 823
2018
Q3 		$37K Buy
208
+33
+19% +$5.83K 0.01% 912
2018
Q2 		$29K Buy
+175
New +$28.9K 0.01% 976

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