AWE
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Avidian Wealth Enterprises’s Vanguard Consumer Staples ETF VDC Stock Holding History

Avidian Wealth Enterprises’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 		$320K Buy
1,424
+22
+2% +$5.04K 0.01% 537
2025
Q4 		$296K Buy
1,402
+1
+0.1% +$213 0.01% 479
2025
Q3 		$299K Sell
1,401
-6
-0.4% -$1.31K 0.01% 471
2025
Q2 		$308K Hold
1,407
– – 0.01% 435
2025
Q1 		$308K Buy
1,407
+89
+7% +$19.2K 0.01% 414
2024
Q4 		$279K Buy
1,318
+1
+0.1% +$217 0.01% 416
2024
Q3 		$288K Buy
1,317
+108
+9% +$22.9K 0.01% 404
2024
Q2 		$245K Sell
1,209
-85
-7% -$17.3K 0.01% 435
2024
Q1 		$264K Hold
1,294
– – 0.01% 379
2023
Q4 		$247K Buy
+1,294
New +$237K 0.02% 377

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
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