Hillcrest Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Hillcrest Wealth 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
2025 Q1	–	Sell	-1,000	Closed	-$211K	–	51
2024 Q4	$211K	Hold	1,000	–	–	0.1%	50
2024 Q3	$218K	Hold	1,000	–	–	0.11%	46
2024 Q2	$203K	Sell	1,000 -500	-33%	-$102K	0.11%	47
2024 Q1	$306K	Hold	1,500	–	–	0.17%	39
2023 Q4	$286K	Hold	1,500	–	–	0.16%	41
2023 Q3	$274K	Hold	1,500	–	–	0.16%	42
2023 Q2	$292K	Hold	1,500	–	–	0.17%	39
2023 Q1	$290K	Hold	1,500	–	–	0.17%	40
2022 Q4	$287K	Sell	1,500 -250	-14%	-$47K	0.17%	41
2022 Q3	$301K	Hold	1,750	–	–	0.19%	40
2022 Q2	$324K	Hold	1,750	–	–	0.2%	38
2022 Q1	$343K	Hold	1,750	–	–	0.19%	39
2021 Q4	$350K	Hold	1,750	–	–	0.19%	42
2021 Q3	$314K	Hold	1,750	–	–	0.19%	43
2021 Q2	$319K	Hold	1,750	–	–	0.19%	41
2021 Q1	$312K	Hold	1,750	–	–	0.19%	44
2020 Q4	$304K	Buy	+1,750	New	+$297K	0.2%	41

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

Hillcrest Wealth Advisors's VDC Position: Q1 2025 in Review

Hillcrest Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 1,000 shares — an estimated $211K sold.

Hillcrest Wealth Advisors first reported a position in VDC in Q4 2020 and held it in 17 quarters. The position peaked at $350K in Q4 2021. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

Hillcrest Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Hillcrest Wealth Advisors sold 1,000 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $211K.
Hillcrest Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 17 quarters.
Hillcrest Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $350K in Q4 2021.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.