Avestar Capital’s Vanguard Consumer Staples ETF VDC Stock Holding History

Avestar Capital’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
2025 Q2	–	Sell	-1,153	Closed	-$252K	–	523
2025 Q1	$252K	Sell	1,153 -80	-6%	-$17.3K	0.02%	410
2024 Q4	$261K	Buy	1,233 +70	+6%	+$15.2K	0.02%	417
2024 Q3	$254K	Sell	1,163 -11	-0.9%	-$2.33K	0.03%	393
2024 Q2	$238K	Hold	1,174	–	–	0.02%	389
2024 Q1	$240K	Buy	+1,174	New	+$231K	0.03%	391
2019 Q3	–	Sell	-74	Closed	-$11K	–	805
2019 Q2	$11K	Hold	74	–	–	0.01%	491
2019 Q1	$10K	Hold	74	–	–	0.01%	482
2018 Q4	$9K	Hold	74	–	–	0.01%	455
2018 Q3	$10K	Hold	74	–	–	0.01%	470
2018 Q2	$9K	Hold	74	–	–	0.01%	488
2018 Q1	$10K	Hold	74	–	–	0.01%	431
2017 Q4	$10K	Buy	+74	New	+$10.4K	0.01%	452

Other funds holding VDC

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

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

BCMIO

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

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

CFGSD

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

PCH

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

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

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

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

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

Avestar Capital's VDC Position: Q2 2025 in Review

Avestar Capital sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2025, closing a stake of 1,153 shares — an estimated $252K sold.

Avestar Capital first reported a position in VDC in Q4 2017 and held it in 12 quarters. The position peaked at $261K in Q4 2024. 629 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

Avestar Capital reported no remaining Vanguard Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Avestar Capital sold 1,153 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $252K.
Avestar Capital first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and held it in 12 quarters.
Avestar Capital's Vanguard Consumer Staples ETF position peaked at $261K in Q4 2024.
629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Avestar Capital's 13F filing for Q2 2025, filed 13 Aug 2025.