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SSWM
Smith Salley Wealth Management’s
Vanguard Consumer Discretionary ETF
VCR
Stock Holding History
Smith Salley Wealth Management’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
$259K
Sell
722
-10
-1%
-$3.86K
0.01%
238
2025
Q4
$288K
Hold
732
–
–
0.01%
231
2025
Q3
$290K
Hold
732
–
–
0.01%
229
2025
Q2
$265K
Hold
732
–
–
0.02%
230
2025
Q1
$238K
Hold
732
–
–
0.02%
221
2024
Q4
$275K
Hold
732
–
–
0.02%
213
2024
Q3
$249K
Hold
732
–
–
0.02%
221
2024
Q2
$229K
Hold
732
–
–
0.02%
214
2024
Q1
$233K
Hold
732
–
–
0.02%
208
2023
Q4
$223K
Buy
+732
New
+$204K
0.01%
230
2023
Q3
–
Sell
-732
Closed
-$207K
–
237
2023
Q2
$207K
Buy
+732
New
+$189K
0.02%
221
2022
Q2
–
Sell
-762
Closed
-$233K
–
243
2022
Q1
$233K
Hold
762
–
–
0.02%
220
2021
Q4
$260K
Sell
762
-10
-1%
-$3.36K
0.02%
223
2021
Q3
$239K
Hold
772
–
–
0.02%
226
2021
Q2
$242K
Hold
772
–
–
0.02%
230
2021
Q1
$228K
Buy
772
+40
+5%
+$11.6K
0.02%
223
2020
Q4
$201K
Buy
+732
New
+$186K
0.02%
209
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$1.37T AUM
24.88%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
PCH
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$6.4B AUM
18.53%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
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
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$162B AUM
16.35%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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