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SWA
SOA Wealth Advisors’s
Vanguard Consumer Discretionary ETF
VCR
Stock Holding History
SOA 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
2026
Q1
$140K
Buy
391
+1
+0.3%
+$386
0.03%
239
2025
Q4
$154K
Buy
390
+1
+0.3%
+$391
0.03%
235
2025
Q3
$154K
Sell
389
-37
-9%
-$14.1K
0.03%
236
2025
Q2
$154K
Buy
426
+1
+0.2%
+$339
0.03%
226
2025
Q1
$138K
Buy
425
+1
+0.2%
+$362
0.03%
225
2024
Q4
$159K
Buy
424
+1
+0.2%
+$361
0.03%
208
2024
Q3
$144K
Buy
423
+1
+0.2%
+$319
0.03%
216
2024
Q2
$132K
Hold
422
–
–
0.03%
217
2024
Q1
$134K
Buy
422
+1
+0.2%
+$305
0.03%
219
2023
Q4
$128K
Buy
421
+2
+0.5%
+$557
0.03%
213
2023
Q3
$113K
Buy
419
+1
+0.2%
+$284
0.03%
213
2023
Q2
$118K
Hold
418
–
–
0.03%
219
2023
Q1
$106K
Buy
418
+1
+0.2%
+$244
0.03%
222
2022
Q4
$91.3K
Buy
417
+3
+0.7%
+$703
0.02%
230
2022
Q3
$97K
Hold
414
–
–
0.03%
204
2022
Q2
$94K
Buy
414
+82
+25%
+$21.4K
0.03%
210
2022
Q1
$101K
Buy
332
+1
+0.3%
+$305
0.02%
225
2021
Q4
$113K
Buy
331
+2
+0.6%
+$672
0.03%
202
2021
Q3
$102K
Hold
329
–
–
0.03%
215
2021
Q2
$103K
Sell
329
-2
-0.6%
-$613
0.03%
211
2021
Q1
$97K
Buy
331
+17
+5%
+$4.93K
0.03%
198
2020
Q4
$93K
Buy
+314
New
+$79.7K
0.03%
198
Other funds holding VCR
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$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
Milwaukee, Wisconsin
$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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