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

Laidlaw Wealth 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
Q1 		– Sell
-1,174
Closed -$441K – 150
2024
Q4 		$441K Buy
1,174
+85
+8% +$30.7K 0.19% 120
2024
Q3 		$371K Buy
1,089
+59
+6% +$18.8K 0.18% 123
2024
Q2 		$322K Buy
1,030
+24
+2% +$7.35K 0.18% 127
2024
Q1 		$320K Buy
1,006
+61
+6% +$18.6K 0.18% 130
2023
Q4 		$288K Sell
945
-26
-3% -$7.25K 0.1% 188
2023
Q3 		$262K Sell
971
-620
-39% -$176K 0.09% 214
2023
Q2 		$451K Sell
1,591
-8
-0.5% -$2.06K 0.09% 212
2023
Q1 		$404K Buy
1,599
+43
+3% +$10.5K 0.08% 224
2022
Q4 		$341K Sell
1,556
-5,095
-77% -$1.19M 0.07% 249
2022
Q3 		$1.56M Buy
6,651
+1,418
+27% +$367K 0.37% 80
2022
Q2 		$1.19M Buy
5,233
+146
+3% +$38.1K 0.24% 112
2022
Q1 		$1.55M Sell
5,087
-1,178
-19% -$359K 0.26% 102
2021
Q4 		$2.13M Sell
6,265
-139
-2% -$46.7K 0.34% 78
2021
Q3 		$1.99M Buy
6,404
+296
+5% +$94K 0.51% 49
2021
Q2 		$1.92M Buy
6,108
+1,968
+48% +$603K 0.49% 54
2021
Q1 		$1.22M Buy
4,140
+1,915
+86% +$556K 0.42% 66
2020
Q4 		$612K Buy
2,225
+1,143
+106% +$290K 0.13% 166
2020
Q3 		$254K Buy
+1,082
New +$245K 0.11% 175

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 $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laidlaw Wealth Management's VCR Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2025, closing a stake of 1,174 shares — an estimated $441K sold.

Laidlaw Wealth Management first reported a position in VCR in Q3 2020 and held it in 18 quarters. The position peaked at $2.13M in Q4 2021. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,174 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $441K.
  • Laidlaw Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and held it in 18 quarters.
  • Laidlaw Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $2.13M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.