GeoWealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

GeoWealth 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
2025 Q3	–	Sell	-13	Closed	-$4.71K	–	1217
2025 Q2	$4.71K	Sell	13 -1	-7%	-$339	﹤0.01%	1151
2025 Q1	$4.56K	Buy	14 +5	+56%	+$1.81K	﹤0.01%	1017
2024 Q4	$3.38K	Hold	9	–	–	﹤0.01%	1593
2024 Q3	$3.06K	Buy	+9	New	+$2.87K	﹤0.01%	1511
2022 Q2	–	Sell	-406	Closed	-$125K	–	398
2022 Q1	$125K	Sell	406 -24	-6%	-$7.31K	0.01%	315
2021 Q4	$147K	Sell	430 -893	-67%	-$300K	0.01%	282
2021 Q3	$410K	Buy	+1,323	New	+$420K	0.03%	238

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GeoWealth Management's VCR Position: Q3 2025 in Review

GeoWealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2025, closing a stake of 13 shares — an estimated $4.71K sold.

GeoWealth Management first reported a position in VCR in Q3 2021 and held it in 7 quarters. The position peaked at $410K in Q3 2021. 539 funds tracked by Wall St. Rank hold VCR as of Q3 2025.

GeoWealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 13 Vanguard Consumer Discretionary ETF shares in Q3 2025, an estimated $4.71K.
GeoWealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and held it in 7 quarters.
GeoWealth Management's Vanguard Consumer Discretionary ETF position peaked at $410K in Q3 2021.
539 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.