SWP
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Strategic Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Strategic Wealth Partners’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 		$22.1K Buy
62
+1
+2% +$386 ﹤0.01% 687
2025
Q4 		$24.2K Buy
+61
New +$23.9K ﹤0.01% 656
2019
Q4 		– Sell
-129
Closed -$23 – 483
2019
Q3 		$23 Buy
129
+92
+249% +$16.6K ﹤0.01% 375
2019
Q2 		$6K Hold
37
– – ﹤0.01% 621
2019
Q1 		$6K Hold
37
– – ﹤0.01% 615
2018
Q4 		$7K Hold
37
– – ﹤0.01% 536
2018
Q3 		$7K Hold
37
– – ﹤0.01% 536
2018
Q2 		$6K Hold
37
– – ﹤0.01% 623
2018
Q1 		$6K Hold
37
– – ﹤0.01% 625
2017
Q4 		$6K Buy
+37
New +$5.51K ﹤0.01% 591

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