Retirement Capital Strategies’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Retirement Capital Strategies’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	-2,603	Closed	-$977K	–	91
2024 Q4	$977K	Buy	+2,603	New	+$940K	0.37%	44
2023 Q4	–	Sell	-2,860	Closed	-$770K	–	75
2023 Q3	$770K	Buy	+2,860	New	+$812K	0.36%	32
2020 Q4	–	Sell	-26,564	Closed	-$6.09M	–	75
2020 Q3	$6.09M	Buy	+26,564	New	+$6.03M	2.81%	12

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Capital Strategies's VCR Position: Q1 2025 in Review

Retirement Capital Strategies sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2025, closing a stake of 2,603 shares — an estimated $977K sold.

Retirement Capital Strategies first reported a position in VCR in Q3 2020 and held it in 3 quarters. The position peaked at $6.09M in Q3 2020. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

Retirement Capital Strategies reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
Retirement Capital Strategies sold 2,603 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $977K.
Retirement Capital Strategies first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and held it in 3 quarters.
Retirement Capital Strategies's Vanguard Consumer Discretionary ETF position peaked at $6.09M in Q3 2020.
505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on Retirement Capital Strategies's 13F filing for Q1 2025, filed 14 May 2025.