RBWA
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RFG - Bristol Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

RFG - Bristol Wealth 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
-675
Closed -$253K – 180
2024
Q4 		$253K Buy
+675
New +$244K 0.08% 135

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

RFG - Bristol Wealth Advisors's VCR Position: Q1 2025 in Review

RFG - Bristol Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2025, closing a stake of 675 shares — an estimated $253K sold.

RFG - Bristol Wealth Advisors first reported a position in VCR in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

  • RFG - Bristol Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 675 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $253K.
  • RFG - Bristol Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and held it in 1 quarter.
  • RFG - Bristol Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $253K in Q4 2024.
  • 505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.