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OneDigital Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

OneDigital Investment Advisors’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
Q1 		– Sell
-1,100
Closed -$413K – 1496
2024
Q4 		$413K Sell
1,100
-11
-1% -$3.97K ﹤0.01% 967
2024
Q3 		$378K Buy
1,111
+9
+0.8% +$2.87K ﹤0.01% 1049
2024
Q2 		$344K Buy
1,102
+78
+8% +$23.9K ﹤0.01% 1042
2024
Q1 		$325K Sell
1,024
-489
-32% -$149K 0.01% 885
2023
Q4 		$461K Buy
1,513
+3
+0.2% +$836 0.01% 748
2023
Q3 		$407K Sell
1,510
-25
-2% -$7.1K 0.01% 709
2023
Q2 		$435K Hold
1,535
– – 0.01% 689
2023
Q1 		$388K Buy
1,535
+2
+0.1% +$487 0.01% 698
2022
Q4 		$336K Sell
1,533
-172
-10% -$40.3K 0.01% 630
2022
Q3 		$401K Sell
1,705
-27
-2% -$6.98K 0.01% 516
2022
Q2 		$394K Sell
1,732
-34
-2% -$8.88K 0.02% 489
2022
Q1 		$539K Sell
1,766
-269
-13% -$81.9K 0.02% 417
2021
Q4 		$693K Sell
2,035
-14
-0.7% -$4.7K 0.02% 347
2021
Q3 		$635K Buy
2,049
+655
+47% +$208K 0.03% 362
2021
Q2 		$438K Sell
1,394
-681
-33% -$209K 0.02% 445
2021
Q1 		$613K Buy
2,075
+171
+9% +$49.6K 0.03% 335
2020
Q4 		$524K Buy
1,904
+141
+8% +$35.8K 0.03% 344
2020
Q3 		$414K Buy
1,763
+2
+0.1% +$454 0.03% 343
2020
Q2 		$352K Buy
1,761
+1
+0.1% +$180 0.03% 402
2020
Q1 		$256K Buy
+1,760
New +$315K 0.02% 410
2019
Q1 		– Sell
-166
Closed -$25K – 1195
2018
Q4 		$25K Buy
+166
New +$26.9K ﹤0.01% 635

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 $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's VCR Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2025, closing a stake of 1,100 shares — an estimated $413K sold.

OneDigital Investment Advisors first reported a position in VCR in Q4 2018 and held it in 21 quarters. The position peaked at $693K in Q4 2021. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,100 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $413K.
  • OneDigital Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2018 and held it in 21 quarters.
  • OneDigital Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $693K in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.