FRA
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FFG Retirement Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

FFG Retirement 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
Q2 		– Sell
-4,305
Closed -$967K – 48
2026
Q1 		$967K Sell
4,305
-6,859
-61% -$1.57M 0.56% 42
2025
Q4 		$2.36M Sell
11,164
-91
-0.8% -$19.4K 1.46% 28
2025
Q3 		$2.41M Sell
11,255
-277
-2% -$60.7K 1.49% 28
2025
Q2 		$2.53M Buy
11,532
+267
+2% +$58.5K 1.58% 27
2025
Q1 		$2.47M Sell
11,265
-1,644
-13% -$355K 1.68% 23
2024
Q4 		$2.73M Sell
12,909
-88
-0.7% -$19.1K 1.78% 24
2024
Q3 		$2.84M Buy
12,997
+17
+0.1% +$3.61K 1.85% 21
2024
Q2 		$2.64M Sell
12,980
-408
-3% -$82.9K 1.84% 20
2024
Q1 		$2.73M Buy
13,388
+290
+2% +$57K 1.92% 18
2023
Q4 		$2.5M Sell
13,098
-2,293
-15% -$421K 1.93% 19
2023
Q3 		$2.81M Buy
15,391
+986
+7% +$190K 2.33% 17
2023
Q2 		$2.8M Buy
14,405
+248
+2% +$48.5K 2.24% 17
2023
Q1 		$2.74M Sell
14,157
-818
-5% -$155K 2.35% 14
2022
Q4 		$2.87M Buy
+14,975
New +$2.82M 2.62% 14

Other funds holding VDC

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return