MB, Levis & Associates’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

MB, Levis & Associates’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	-124	Closed	-$44.9K	–	291
2025 Q2	$44.9K	Hold	124	–	–	0.02%	122
2025 Q1	$40.4K	Hold	124	–	–	0.02%	129
2024 Q4	$46.5K	Hold	124	–	–	0.02%	121
2024 Q3	$42.2K	Hold	124	–	–	0.02%	126
2024 Q2	$38.7K	Hold	124	–	–	0.02%	126
2024 Q1	$39.4K	Hold	124	–	–	0.02%	125
2023 Q4	$37.8K	Hold	124	–	–	0.02%	127
2023 Q3	$33.4K	Hold	124	–	–	0.02%	132
2023 Q2	$35.1K	Hold	124	–	–	0.02%	138
2023 Q1	$31.3K	Hold	124	–	–	0.02%	140
2022 Q4	$27.2K	Buy	+124	New	+$29.1K	0.02%	134

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MB, Levis & Associates's VCR Position: Q3 2025 in Review

MB, Levis & Associates sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2025, closing a stake of 124 shares — an estimated $44.9K sold.

MB, Levis & Associates first reported a position in VCR in Q4 2022 and held it in 11 quarters. The position peaked at $46.5K in Q4 2024. 538 funds tracked by Wall St. Rank hold VCR as of Q3 2025.

MB, Levis & Associates reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 124 Vanguard Consumer Discretionary ETF shares in Q3 2025, an estimated $44.9K.
MB, Levis & Associates first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and held it in 11 quarters.
MB, Levis & Associates's Vanguard Consumer Discretionary ETF position peaked at $46.5K in Q4 2024.
538 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.