Towercrest Capital Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Towercrest Capital 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
2024 Q3	–	Sell	-2,613	Closed	-$816K	–	108
2024 Q2	$816K	Hold	2,613	–	–	0.13%	56
2024 Q1	$830K	Hold	2,613	–	–	0.14%	55
2023 Q4	$796K	Hold	2,613	–	–	0.14%	53
2023 Q3	$704K	Hold	2,613	–	–	0.14%	54
2023 Q2	$740K	Hold	2,613	–	–	0.14%	54
2023 Q1	$660K	Hold	2,613	–	–	0.14%	52
2022 Q4	$572K	Hold	2,613	–	–	0.13%	54
2022 Q3	$614K	Hold	2,613	–	–	0.14%	54
2022 Q2	$594K	Hold	2,613	–	–	0.13%	55
2022 Q1	$798K	Hold	2,613	–	–	0.16%	53
2021 Q4	$890K	Hold	2,613	–	–	0.16%	51
2021 Q3	$810K	Sell	2,613 -3	-0.1%	-$952	0.15%	53
2021 Q2	$821K	Buy	2,616 +3	+0.1%	+$920	0.16%	50
2021 Q1	$772K	Hold	2,613	–	–	0.17%	48
2020 Q4	$719K	Hold	2,613	–	–	0.16%	50
2020 Q3	$613K	Hold	2,613	–	–	0.15%	49
2020 Q2	$523K	Buy	2,613 +539	+26%	+$97.1K	0.14%	51
2020 Q1	$301K	Buy	+2,074	New	+$372K	0.09%	63

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Towercrest Capital Management's VCR Position: Q3 2024 in Review

Towercrest Capital Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2024, closing a stake of 2,613 shares — an estimated $816K sold.

Towercrest Capital Management first reported a position in VCR in Q1 2020 and held it in 18 quarters. The position peaked at $890K in Q4 2021. 485 funds tracked by Wall St. Rank hold VCR as of Q3 2024.

Towercrest Capital Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
Towercrest Capital Management sold 2,613 Vanguard Consumer Discretionary ETF shares in Q3 2024, an estimated $816K.
Towercrest Capital Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2020 and held it in 18 quarters.
Towercrest Capital Management's Vanguard Consumer Discretionary ETF position peaked at $890K in Q4 2021.
485 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2024.

Based on Towercrest Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.