Flaharty Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Flaharty Asset 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
2025 Q2	–	Sell	-128	Closed	-$28K	–	473
2025 Q1	$28K	Buy	+128	New	+$27.7K	﹤0.01%	266
2024 Q4	–	Sell	-128	Closed	-$28K	–	422
2024 Q3	$28K	Buy	+128	New	+$27.2K	﹤0.01%	254
2023 Q4	–	Sell	-128	Closed	-$23.4K	–	440
2023 Q3	$23.4K	Buy	+128	New	+$24.7K	﹤0.01%	255

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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

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

Flaharty Asset Management's VDC Position: Q2 2025 in Review

Flaharty Asset Management sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2025, closing a stake of 128 shares — an estimated $28K sold.

Flaharty Asset Management first reported a position in VDC in Q3 2023 and held it in 3 quarters. The position peaked at $28K in Q1 2025. 629 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

Flaharty Asset Management reported no remaining Vanguard Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 128 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $28K.
Flaharty Asset Management first reported a position in Vanguard Consumer Staples ETF in Q3 2023 and held it in 3 quarters.
Flaharty Asset Management's Vanguard Consumer Staples ETF position peaked at $28K in Q1 2025.
629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.