Elevate Wealth Advisory’s Vanguard Consumer Staples ETF VDC Stock Holding History

Elevate Wealth Advisory’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	–	Sell	-56	Closed	-$12.6K	–	131
2026 Q1	$12.6K	Hold	56	–	–	0.01%	116
2025 Q4	$11.8K	Hold	56	–	–	0.01%	110
2025 Q3	$12K	Sell	56 -19	-25%	-$4.16K	0.01%	110
2025 Q2	$16.4K	Hold	75	–	–	0.01%	118
2025 Q1	$16.4K	Hold	75	–	–	0.01%	115
2024 Q4	$15.9K	Hold	75	–	–	0.01%	105
2024 Q3	$16.5K	Hold	75	–	–	0.01%	108
2024 Q2	$15.3K	Hold	75	–	–	0.01%	102
2024 Q1	$15.3K	Hold	75	–	–	0.01%	98
2023 Q4	$14.3K	Buy	+75	New	+$13.8K	0.01%	103

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Elevate Wealth Advisory's VDC Position: Q2 2026 in Review

Elevate Wealth Advisory sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2026, closing a stake of 56 shares — an estimated $12.6K sold.

Elevate Wealth Advisory first reported a position in VDC in Q4 2023 and held it in 10 quarters. The position peaked at $16.5K in Q3 2024. 661 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Elevate Wealth Advisory reported no remaining Vanguard Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Elevate Wealth Advisory sold 56 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $12.6K.
Elevate Wealth Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and held it in 10 quarters.
Elevate Wealth Advisory's Vanguard Consumer Staples ETF position peaked at $16.5K in Q3 2024.
661 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.