Olistico Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Olistico Wealth’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 Q2	$1.34M	Sell	3,389 -70	-2%	-$27.2K	0.58%	38
2026 Q1	$1.24M	Sell	3,459 -595	-15%	-$230K	0.61%	39
2025 Q4	$1.6M	Sell	4,054 -145	-3%	-$56.7K	0.78%	27
2025 Q3	$1.66M	Sell	4,199 -70	-2%	-$26.7K	0.88%	25
2025 Q2	$1.55M	Sell	4,269 -133	-3%	-$45.1K	0.86%	25
2025 Q1	$1.43M	Buy	4,402 +54	+1%	+$19.6K	0.89%	22
2024 Q4	$1.63M	Buy	4,348 +11	+0.3%	+$3.97K	0.95%	23
2024 Q3	$1.48M	Sell	4,337 -75	-2%	-$23.9K	0.9%	24
2024 Q2	$1.38M	Sell	4,412 -208	-5%	-$63.7K	0.88%	26
2024 Q1	$1.47M	Sell	4,620 -260	-5%	-$79.3K	1.06%	22
2023 Q4	$1.49M	Sell	4,880 -507	-9%	-$141K	1.16%	19
2023 Q3	$1.45M	Sell	5,387 -17	-0.3%	-$4.83K	1.3%	16
2023 Q2	$1.53M	Sell	5,404 -80	-1%	-$20.6K	1.31%	16
2023 Q1	$1.39M	Buy	5,484 +1	+0%	+$244	1.34%	15
2022 Q4	$1.2M	Buy	+5,483	New	+$1.28M	1.3%	17

Other funds holding VCR

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return