LRI Investments’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

LRI Investments’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	$424K	Hold	1,068	–	–	0.03%	206
2026 Q1	$383K	Hold	1,068	–	–	0.03%	204
2025 Q4	$421K	Hold	1,068	–	–	0.03%	189
2025 Q3	$423K	Hold	1,068	–	–	0.03%	196
2025 Q2	$387K	Hold	1,068	–	–	0.03%	200
2025 Q1	$348K	Hold	1,068	–	–	0.03%	199
2024 Q4	$401K	Hold	1,068	–	–	0.04%	164
2024 Q3	$388K	Buy	+1,068	New	+$341K	0.04%	184

Other funds holding VCR

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM