PWAC
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Private Wealth Advisors (California)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Private Wealth Advisors (California)’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 		– Sell
-520
Closed -$205K – 108
2025
Q4 		$205K Sell
520
-3
-0.6% -$1.17K 0.07% 89
2025
Q3 		$207K Buy
+523
New +$199K 0.08% 87
2020
Q1 		– Sell
-2,870
Closed -$544K – 79
2019
Q4 		$544K Sell
2,870
-42
-1% -$7.69K 0.31% 57
2019
Q3 		$524K Sell
2,912
-309
-10% -$55.8K 0.34% 42
2019
Q2 		$555K Hold
3,221
– – 0.38% 39
2019
Q1 		$555K Sell
3,221
-141
-4% -$23.3K 0.38% 39
2018
Q4 		$506K Buy
+3,362
New +$545K 0.41% 39

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
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