Park Square Financial Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Park Square Financial 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
2025 Q3	–	Sell	-224	Closed	-$81K	–	918
2025 Q2	$81K	Hold	224	–	–	0.06%	230
2025 Q1	$72.8K	Hold	224	–	–	0.06%	223
2024 Q4	$84K	Buy	+224	New	+$80.9K	0.06%	206

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Park Square Financial Group's VCR Position: Q3 2025 in Review

Park Square Financial Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2025, closing a stake of 224 shares — an estimated $81K sold.

Park Square Financial Group first reported a position in VCR in Q4 2024 and held it in 3 quarters. The position peaked at $84K in Q4 2024. 539 funds tracked by Wall St. Rank hold VCR as of Q3 2025.

Park Square Financial Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 224 Vanguard Consumer Discretionary ETF shares in Q3 2025, an estimated $81K.
Park Square Financial Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Vanguard Consumer Discretionary ETF position peaked at $84K in Q4 2024.
539 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.