IWA
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IVC Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

IVC Wealth 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
Q2 		$333K Sell
840
-35
-4% -$13.6K 0.13% 132
2026
Q1 		$314K Hold
875
– – 0.14% 125
2025
Q4 		$345K Sell
875
-40
-4% -$15.7K 0.15% 118
2025
Q3 		$362K Hold
915
– – 0.16% 114
2025
Q2 		$332K Buy
915
+55
+6% +$18.7K 0.16% 115
2025
Q1 		$280K Buy
860
+250
+41% +$90.6K 0.15% 128
2024
Q4 		$229K Hold
610
– – 0.13% 142
2024
Q3 		$208K Buy
+610
New +$195K 0.11% 156
2024
Q1 		– Sell
-715
Closed -$218K – 169
2023
Q4 		$218K Buy
+715
New +$199K 0.14% 144
2023
Q3 		– Sell
-715
Closed -$202K – 165
2023
Q2 		$202K Buy
+715
New +$184K 0.13% 148
2022
Q2 		– Sell
-680
Closed -$208K – 150
2022
Q1 		$208K Buy
680
+30
+5% +$9.14K 0.14% 145
2021
Q4 		$221K Hold
650
– – 0.14% 128
2021
Q3 		$201K Buy
+650
New +$206K 0.14% 134

Other funds holding VCR

TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM