ODG
VCR icon

O'Dell Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-270
Closed -$82.2K – 466
2023
Q4 		$82.2K Buy
+270
New +$75.2K 0.02% 159
2023
Q3 		– Sell
-268
Closed -$76K – 470
2023
Q2 		$76K Buy
+268
New +$69.1K 0.02% 155
2022
Q4 		– Sell
-266
Closed -$63K – 396
2022
Q3 		$63K Hold
266
– – 0.02% 132
2022
Q2 		$61K Hold
266
– – 0.02% 142
2022
Q1 		$81K Buy
266
+1
+0.4% +$305 0.02% 135
2021
Q4 		$90K Buy
265
+2
+0.8% +$672 0.03% 121
2021
Q3 		$82K Buy
+263
New +$83.5K 0.03% 124

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return