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

Concurrent 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	$1.15M	Buy	5,109 +550	+12%	+$126K	0.01%	824
2025 Q4	$963K	Sell	4,559 -32	-0.7%	-$6.81K	0.01%	852
2025 Q3	$981K	Sell	4,591 -71	-2%	-$15.6K	0.02%	663
2025 Q2	$1.02M	Sell	4,662 -116	-2%	-$25.4K	0.02%	588
2025 Q1	$1.04M	Sell	4,778 -2,732	-36%	-$590K	0.03%	539
2024 Q4	$1.59M	Buy	7,510 +5,739	+324%	+$1.24M	0.04%	377
2024 Q3	$387K	Buy	1,771 +76	+4%	+$16.1K	0.01%	695
2024 Q2	$344K	Sell	1,695 -2	-0.1%	-$406	0.01%	697
2024 Q1	$346K	Sell	1,697 -781	-32%	-$153K	0.01%	640
2023 Q4	$473K	Buy	+2,478	New	+$455K	0.02%	507

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return

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