Concentric Wealth Management »

Vanguard Consumer Discretionary ETF shares owned by Concentric Wealth Management

Quarter-by-quarter ownership of Vanguard Consumer Discretionary ETF (VCR) shares owned by Concentric Wealth Management from 13F filings

Historical chart of Concentric Wealth Management investment in Vanguard Consumer Discretionary ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Consumer Discretionary ETF held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Consumer Discretionary ETF by Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 700 340.48
2024-06-30 $219k 700 312.33
2024-03-31 $222k 700 317.73

More positions owned by Concentric Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
Alphabet Inc Class A cs (GOOGL)
Oracle Corporation (ORCL)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Visa (V)
Procter & Gamble Company (PG)
Amgen (AMGN)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
Johnson & Johnson (JNJ)
Vanguard Intermediate-Term Bond ETF (BIV)

View all positions for Concentric Wealth Management

Top funds holding Vanguard Consumer Discretionary ETF

Jpmorgan Chase & Co
Morgan Stanley
Green Harvest Asset Management
Wells Fargo & Company
UBS Group
Beacon Capital Management
LPL Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial
Stifel Financial
Ameriprise Financial
KCM Investment Advisors
Rockefeller Capital Management
Auto-Owners Insurance

View all funds holding Vanguard Consumer Discretionary ETF