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VDC icon

CIC Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

CIC Wealth’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
2024
Q3 		$2.49M Buy
11,415
+162
+1% +$34.4K 0.64% 35
2024
Q2 		$2.28M Sell
11,253
-199
-2% -$40.4K 0.63% 35
2024
Q1 		$2.34M Sell
11,452
-1,374
-11% -$270K 0.68% 35
2023
Q4 		$2.45M Sell
12,826
-2,040
-14% -$374K 0.78% 30
2023
Q3 		$2.72M Buy
14,866
+143
+1% +$27.6K 0.97% 28
2023
Q2 		$2.86M Sell
14,723
-107
-0.7% -$20.9K 0.99% 27
2023
Q1 		$2.87M Sell
14,830
-298
-2% -$56.5K 1.08% 21
2022
Q4 		$2.9M Buy
+15,128
New +$2.84M 1.2% 19

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return