DWM
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Diversify Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Diversify Wealth 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
Q1 		$415K Buy
1,819
+80
+5% +$18.3K 0.01% 859
2025
Q4 		$384K Sell
1,739
-3
-0.2% -$638 0.02% 496
2025
Q3 		$361K Sell
1,742
-117
-6% -$25.6K 0.02% 431
2025
Q2 		$416K Sell
1,859
-292
-14% -$64K 0.03% 402
2025
Q1 		$472K Sell
2,151
-421
-16% -$91K 0.04% 364
2024
Q4 		$532K Sell
2,572
-198
-7% -$42.9K 0.04% 344
2024
Q3 		$599K Buy
2,770
+96
+4% +$20.4K 0.06% 281
2024
Q2 		$551K Buy
+2,674
New +$543K 0.07% 251

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