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GeoWealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

GeoWealth 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
Q3 		– Sell
-21
Closed -$4.6K – 1218
2025
Q2 		$4.6K Sell
21
-5
-19% -$1.1K ﹤0.01% 1153
2025
Q1 		$5.7K Buy
26
+8
+44% +$1.73K ﹤0.01% 1010
2024
Q4 		$3.81K Sell
18
-1
-5% -$217 ﹤0.01% 1582
2024
Q3 		$4.15K Buy
+19
New +$4.03K ﹤0.01% 1474
2024
Q1 		– Sell
-1,913
Closed -$365K – 911
2023
Q4 		$365K Buy
+1,913
New +$351K 0.03% 381
2022
Q2 		– Sell
-585
Closed -$116K – 399
2022
Q1 		$116K Buy
+585
New +$114K 0.01% 317
2020
Q4 		– Sell
-1,838
Closed -$301K – 220
2020
Q3 		$301K Buy
+1,838
New +$296K 0.09% 121

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return