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Crestwood Advisors Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Crestwood Advisors Group’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 		$333K Hold
1,483
– – 0.01% 537
2025
Q4 		$313K Hold
1,483
– – 0.01% 506
2025
Q3 		$317K Sell
1,483
-8
-0.5% -$1.75K 0.01% 458
2025
Q2 		$327K Buy
1,491
+8
+0.5% +$1.75K 0.01% 423
2025
Q1 		$325K Hold
1,483
– – 0.01% 410
2024
Q4 		$313K Buy
1,483
+8
+0.5% +$1.73K 0.01% 379
2024
Q3 		$322K Hold
1,475
– – 0.01% 355
2024
Q2 		$299K Sell
1,475
-13
-0.9% -$2.64K 0.01% 349
2024
Q1 		$304K Buy
+1,488
New +$292K 0.01% 353
2017
Q2 		– Sell
-280
Closed -$39K – 417
2017
Q1 		$39K Buy
+280
New +$38.8K ﹤0.01% 292

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
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