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

Apollon 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 Q1	$18M	Buy	80,250 +7,329	+10%	+$1.68M	0.29%	72
2025 Q4	$15.4M	Buy	72,921 +6,440	+10%	+$1.37M	0.27%	73
2025 Q3	$14.2M	Buy	66,481 +1,319	+2%	+$289K	0.25%	79
2025 Q2	$14.3M	Buy	65,162 +3,318	+5%	+$727K	0.28%	71
2025 Q1	$13.5M	Buy	61,844 +4,064	+7%	+$878K	0.3%	72
2024 Q4	$12.2M	Buy	+57,780	New	+$12.5M	0.28%	68
2023 Q3	–	Sell	-15,134	Closed	-$2.94M	–	1000
2023 Q2	$2.94M	Buy	+15,134	New	+$2.96M	0.14%	152
2021 Q1	–	Sell	-14,902	Closed	-$2.59M	–	372
2020 Q4	$2.59M	Buy	+14,902	New	+$2.53M	0.7%	31
2020 Q3	–	Sell	-286	Closed	-$43K	–	659
2020 Q2	$43K	Buy	+286	New	+$42.4K	0.02%	267

Other funds holding VDC

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

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