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MWM
Mission Wealth Management’s
Vanguard Consumer Discretionary ETF
VCR
Stock Holding History
Mission 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
2026
Q1
$761K
Buy
2,119
+10
+0.5%
+$3.86K
0.02%
383
2025
Q4
$831K
Buy
2,109
+63
+3%
+$24.6K
0.02%
375
2025
Q3
$811K
Buy
2,046
+190
+10%
+$72.4K
0.02%
379
2025
Q2
$673K
Buy
1,856
+161
+9%
+$54.6K
0.01%
408
2025
Q1
$552K
Buy
1,695
+53
+3%
+$19.2K
0.01%
428
2024
Q4
$616K
Sell
1,642
-130
-7%
-$46.9K
0.01%
384
2024
Q3
$603K
Sell
1,772
-379
-18%
-$121K
0.01%
395
2024
Q2
$672K
Buy
2,151
+206
+11%
+$63.1K
0.02%
350
2024
Q1
$618K
Sell
1,945
-6
-0.3%
-$1.83K
0.02%
382
2023
Q4
$594K
Sell
1,951
-23
-1%
-$6.41K
0.02%
333
2023
Q3
$532K
Sell
1,974
-118
-6%
-$33.5K
0.02%
329
2023
Q2
$592K
Sell
2,092
-310
-13%
-$79.9K
0.02%
311
2023
Q1
$607K
Buy
2,402
+271
+13%
+$66K
0.03%
299
2022
Q4
$467K
Buy
2,131
+855
+67%
+$200K
0.02%
332
2022
Q3
$300K
Buy
1,276
+167
+15%
+$43.2K
0.02%
397
2022
Q2
$252K
Sell
1,109
-426
-28%
-$111K
0.01%
430
2022
Q1
$469K
Buy
1,535
+460
+43%
+$140K
0.02%
324
2021
Q4
$366K
Buy
1,075
+221
+26%
+$74.2K
0.02%
382
2021
Q3
$265K
Hold
854
–
–
0.01%
443
2021
Q2
$268K
Buy
854
+139
+19%
+$42.6K
0.01%
422
2021
Q1
$211K
Buy
+715
New
+$207K
0.01%
424
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PCH
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18.53%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
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$501B AUM
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1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
BCMIO
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$1.78B AUM
14.7%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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