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Silver Oak Securities’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Silver Oak Securities’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 		$223K Sell
621
-805
-56% -$311K 0.02% 702
2025
Q4 		$566K Sell
1,426
-1
-0.1% -$391 0.04% 425
2025
Q3 		$565K Buy
1,427
+42
+3% +$16K 0.04% 392
2025
Q2 		$502K Buy
1,385
+49
+4% +$16.6K 0.04% 408
2025
Q1 		$436K Buy
1,336
+516
+63% +$187K 0.04% 405
2024
Q4 		$311K Sell
820
-4,309
-84% -$1.56M 0.03% 491
2024
Q3 		$1.75M Buy
+5,129
New +$1.64M 0.18% 122
2024
Q1 		– Sell
-1,010
Closed -$308K – 545
2023
Q4 		$308K Sell
1,010
-884
-47% -$246K 0.04% 371
2023
Q3 		$510K Buy
+1,894
New +$538K 0.11% 160
2022
Q4 		– Sell
-1,894
Closed -$510K – 481
2022
Q3 		$510K Buy
+1,894
New +$490K 0.11% 160

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