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
Search
Sign in
Sign up
TWM
Tradition Wealth Management’s
Vanguard Consumer Discretionary ETF
VCR
Stock Holding History
Tradition 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
2024
Q1
–
Sell
-2,362
Closed
-$460K
–
1155
2023
Q4
$460K
Sell
2,362
-546
-19%
-$152K
0.05%
208
2023
Q3
$538K
Buy
2,908
+2
+0.1%
+$568
0.06%
166
2023
Q2
$572K
Hold
2,906
–
–
0.07%
163
2023
Q1
$567K
Buy
2,906
+1
+0%
+$244
0.07%
161
2022
Q4
$559K
Buy
2,905
+503
+21%
+$118K
0.08%
150
2022
Q3
$418K
Sell
2,402
-360
-13%
-$93.1K
0.06%
173
2022
Q2
$515K
Buy
2,762
+2,682
+3,353%
+$700K
0.07%
164
2022
Q1
$24K
Hold
80
–
–
﹤0.01%
680
2021
Q4
$27K
Hold
80
–
–
﹤0.01%
669
2021
Q3
$25K
Hold
80
–
–
﹤0.01%
676
2021
Q2
$25K
Hold
80
–
–
﹤0.01%
708
2021
Q1
$24K
Hold
80
–
–
﹤0.01%
605
2020
Q4
$22K
Buy
+80
New
+$20.3K
﹤0.01%
576
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
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SWM
Spire Wealth Management
Mclean, Virginia
$3.31B AUM
38.78%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close