GVAG
VDC icon

Great Valley Advisor Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Great Valley Advisor Group’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 		$1.15M Buy
5,125
+3,662
+250% +$839K 0.02% 486
2025
Q4 		$309K Buy
+1,463
New +$311K 0.01% 772
2025
Q3 		– Sell
-1,323
Closed -$290K – 957
2025
Q2 		$290K Buy
+1,323
New +$290K 0.01% 749
2024
Q4 		– Sell
-933
Closed -$204K – 879
2024
Q3 		$204K Buy
+933
New +$198K 0.01% 800
2023
Q4 		– Sell
-1,185
Closed -$216K – 760
2023
Q3 		$216K Buy
1,185
+43
+4% +$8.3K 0.01% 614
2023
Q2 		$222K Sell
1,142
-50
-4% -$9.77K 0.01% 637
2023
Q1 		$231K Buy
+1,192
New +$226K 0.01% 619

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
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return