WMS Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

WMS 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
2025 Q1	–	Sell	-629	Closed	-$236K	–	261
2024 Q4	$236K	Buy	629 +9	+1%	+$3.25K	0.01%	266
2024 Q3	$211K	Buy	+620	New	+$198K	0.01%	271
2023 Q2	–	Sell	-825	Closed	-$208K	–	304
2023 Q1	$208K	Buy	+825	New	+$201K	0.02%	253
2022 Q2	–	Sell	-825	Closed	-$252K	–	288
2022 Q1	$252K	Buy	+825	New	+$251K	0.03%	215

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WMS Partners's VCR Position: Q1 2025 in Review

WMS Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2025, closing a stake of 629 shares — an estimated $236K sold.

WMS Partners first reported a position in VCR in Q1 2022 and held it in 4 quarters. The position peaked at $252K in Q1 2022. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

WMS Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 629 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $236K.
WMS Partners first reported a position in Vanguard Consumer Discretionary ETF in Q1 2022 and held it in 4 quarters.
WMS Partners's Vanguard Consumer Discretionary ETF position peaked at $252K in Q1 2022.
505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.