MAG
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M3 Advisory Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

M3 Advisory Group’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 		$263K Hold
733
– – 0.16% 112
2025
Q4 		$289K Sell
733
-5
-0.7% -$1.96K 0.18% 94
2025
Q3 		$292K Buy
738
+20
+3% +$7.62K 0.18% 96
2025
Q2 		$260K Sell
718
-6
-0.8% -$2.04K 0.18% 105
2025
Q1 		$236K Sell
724
-12
-2% -$4.35K 0.19% 116
2024
Q4 		$276K Sell
736
-4
-0.5% -$1.44K 0.2% 105
2024
Q3 		$252K Buy
740
+18
+2% +$5.75K 0.19% 119
2024
Q2 		$226K Hold
722
– – 0.19% 116
2024
Q1 		$230K Buy
722
+40
+6% +$12.2K 0.21% 110
2023
Q4 		$208K Buy
+682
New +$190K 0.24% 95

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