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Clark Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Clark Asset Management’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 		$304K Hold
1,347
– – 0.02% 208
2026
Q1 		$303K Hold
1,347
– – 0.03% 183
2025
Q4 		$285K Sell
1,347
-68
-5% -$14.5K 0.03% 181
2025
Q3 		$302K Buy
1,415
+72
+5% +$15.8K 0.04% 161
2025
Q2 		$294K Hold
1,343
– – 0.04% 147
2025
Q1 		$294K Hold
1,343
– – 0.05% 118
2024
Q4 		$284K Buy
1,343
+23
+2% +$4.98K 0.05% 103
2024
Q3 		$288K Sell
1,320
-129
-9% -$27.4K 0.06% 96
2024
Q2 		$294K Buy
1,449
+129
+10% +$26.2K 0.08% 76
2024
Q1 		$269K Hold
1,320
– – 0.08% 72
2023
Q4 		$252K Hold
1,320
– – 0.09% 69
2023
Q3 		$241K Buy
+1,320
New +$255K 0.1% 62

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PIMG
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MAM
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CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
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RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return