Nvest Financial’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Nvest Financial’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	$672K	Buy	1,872 +3	+0.2%	+$1.16K	0.25%	78
2025 Q4	$736K	Buy	1,869 +113	+6%	+$44.2K	0.31%	66
2025 Q3	$695K	Sell	1,756 -129	-7%	-$49.1K	0.4%	57
2025 Q2	$683K	Sell	1,885 -119	-6%	-$40.4K	0.36%	59
2025 Q1	$652K	Sell	2,004 -2,240	-53%	-$811K	0.35%	57
2024 Q4	$1.59M	Sell	4,244 -41	-1%	-$14.8K	0.81%	37
2024 Q3	$1.46M	Sell	4,285 -7,950	-65%	-$2.54M	0.83%	37
2024 Q2	$3.82M	Sell	12,235 -243	-2%	-$74.4K	2.35%	12
2024 Q1	$3.96M	Buy	12,478 +2,420	+24%	+$738K	2.64%	12
2023 Q4	$3.06M	Buy	10,058 +2,168	+27%	+$604K	2.41%	12
2023 Q3	$2.13M	Buy	+7,890	New	+$2.24M	1.99%	17

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 New York $1.66T AUM 25.57% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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