AWM
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Abound Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Abound Wealth Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.83K Buy
+17
New +$3.87K ﹤0.01% 648
2026
Q1 		– Sell
-86
Closed -$18.1K – 1608
2025
Q4 		$18.1K Buy
+86
New +$18.3K ﹤0.01% 384
2025
Q2 		– Sell
-5
Closed -$1.09K – 1347
2025
Q1 		$1.09K Buy
+5
New +$1.08K ﹤0.01% 753
2023
Q4 		– Sell
-2,292
Closed -$419K – 1402
2023
Q3 		$419K Buy
2,292
+34
+2% +$6.56K 0.18% 38
2023
Q2 		$439K Buy
2,258
+19
+0.8% +$3.71K 0.18% 37
2023
Q1 		$433K Buy
2,239
+16
+0.7% +$3.03K 0.19% 33
2022
Q4 		$426K Buy
2,223
+1,824
+457% +$343K 0.21% 32
2022
Q3 		$68.5K Buy
399
+92
+30% +$17.4K 0.04% 87
2022
Q2 		$56.9K Buy
+307
New +$59.4K 0.03% 61

Other funds holding VDC

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM