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

EPG 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	$43.8K	Hold	195	–	–	0.01%	232
2025 Q4	$41.1K	Sell	195 -70	-26%	-$14.9K	0.01%	231
2025 Q3	$56.6K	Hold	265	–	–	0.02%	219
2025 Q2	$57.9K	Buy	265 +1	+0.4%	+$219	0.02%	218
2025 Q1	$57.9K	Hold	264	–	–	0.02%	278
2024 Q4	$55.9K	Hold	264	–	–	0.01%	291
2024 Q3	$57.7K	Buy	+264	New	+$56K	0.01%	293
2024 Q2	–	Sell	-264	Closed	-$53.6K	–	314
2024 Q1	$53.9K	Hold	264	–	–	0.01%	312
2023 Q4	$51K	Hold	264	–	–	0.01%	304
2023 Q3	$48.2K	Hold	264	–	–	0.01%	302
2023 Q2	$51.3K	Hold	264	–	–	0.02%	294
2023 Q1	$51.1K	Buy	264 +1	+0.4%	+$190	0.02%	294
2022 Q4	$50.4K	Buy	263 +4	+2%	+$752	0.02%	263
2022 Q3	$45K	Buy	+259	New	+$48.9K	0.02%	261
2022 Q2	–	Sell	-258	Closed	-$50K	–	387
2022 Q1	$50K	Buy	258 +1	+0.4%	+$195	0.02%	292
2021 Q4	$51K	Buy	257 +3	+1%	+$565	0.02%	291
2021 Q3	$45K	Buy	+254	New	+$47K	0.02%	280
2020 Q2	–	Sell	-231	Closed	-$32K	–	736
2020 Q1	$32K	Buy	231 +1	+0.4%	+$154	0.02%	334
2019 Q4	$37K	Buy	+230	New	+$36.1K	0.03%	272

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EPG Wealth Management's VDC Position: Q1 2026 in Review

EPG Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 195 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #232.

EPG Wealth Management first reported a position in VDC in Q4 2019 and has held it in 19 quarters since. The position peaked at $57.9K in Q2 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

EPG Wealth Management held 195 shares of Vanguard Consumer Staples ETF worth $43.8K as of Q1 2026.
EPG Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
Vanguard Consumer Staples ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #232 holding.
EPG Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 19 quarters since.
EPG Wealth Management's Vanguard Consumer Staples ETF position peaked at $57.9K in Q2 2025.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.