Choate Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Choate Investment 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 Q1	$786K	Hold	3,500	–	–	0.02%	258
2025 Q4	$739K	Hold	3,500	–	–	0.01%	260
2025 Q3	$748K	Hold	3,500	–	–	0.02%	238
2025 Q2	$767K	Hold	3,500	–	–	0.02%	224
2025 Q1	$766K	Sell	3,500 -521	-13%	-$113K	0.02%	214
2024 Q4	$850K	Sell	4,021 -479	-11%	-$104K	0.02%	209
2024 Q3	$983K	Hold	4,500	–	–	0.03%	200
2024 Q2	$914K	Buy	4,500 +1,000	+29%	+$203K	0.02%	198
2024 Q1	$714K	Buy	+3,500	New	+$687K	0.02%	235

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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