Canvas Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Canvas Wealth Advisors’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	$923K	Buy	+4,095	New	+$933K	0.13%	88
2024 Q1	–	Sell	-3,125	Closed	-$603K	–	159
2023 Q4	$603K	Buy	3,125 +250	+9%	+$45.9K	0.22%	59
2023 Q3	$512K	Hold	2,875	–	–	0.21%	63
2023 Q2	$572K	Buy	2,875 +1,505	+110%	+$294K	0.21%	64
2023 Q1	$273K	Hold	1,370	–	–	0.11%	116
2022 Q4	$258K	Hold	1,370	–	–	0.11%	122
2022 Q3	$253K	Sell	1,370 -2,000	-59%	-$378K	0.11%	106
2022 Q2	$625K	Sell	3,370 -767	-19%	-$148K	0.25%	66
2022 Q1	$818K	Buy	+4,137	New	+$806K	0.3%	70

Other funds holding VDC

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return