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WBC
West Branch Capital’s
Vanguard Consumer Discretionary ETF
VCR
Stock Holding History
West Branch Capital’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
-9
Closed
-$2.91K
–
643
2024
Q2
$2.91K
Hold
9
–
–
﹤0.01%
363
2024
Q1
$2.96K
Hold
9
–
–
﹤0.01%
360
2023
Q4
$2.84K
Sell
9
-78
-90%
-$21.7K
﹤0.01%
382
2023
Q3
$23.6K
Hold
87
–
–
0.01%
212
2023
Q2
$24.8K
Hold
87
–
–
0.01%
212
2023
Q1
$22.1K
Hold
87
–
–
0.01%
222
2022
Q4
$19.2K
Hold
87
–
–
0.01%
227
2022
Q3
$21K
Hold
87
–
–
0.01%
223
2022
Q2
$20K
Hold
87
–
–
0.01%
229
2022
Q1
$27K
Buy
87
+9
+12%
+$2.74K
0.01%
224
2021
Q4
$27K
Buy
+78
New
+$26.2K
0.01%
241
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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
BCMIO
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$1.78B AUM
14.7%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
PCH
PGIM Custom Harvest
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$6.4B AUM
18.53%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
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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