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Ifrah Financial Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Ifrah Financial Services’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
-1,022
Closed -$216K – 209
2024
Q4 		$216K Sell
1,022
-860
-46% -$186K 0.06% 194
2024
Q3 		$411K Buy
+1,882
New +$399K 0.11% 134

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ifrah Financial Services's VDC Position: Q1 2025 in Review

Ifrah Financial Services sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 1,022 shares — an estimated $216K sold.

Ifrah Financial Services first reported a position in VDC in Q3 2024 and held it in 2 quarters. The position peaked at $411K in Q3 2024. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

  • Ifrah Financial Services reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Ifrah Financial Services sold 1,022 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $216K.
  • Ifrah Financial Services first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and held it in 2 quarters.
  • Ifrah Financial Services's Vanguard Consumer Staples ETF position peaked at $411K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Ifrah Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.