Institute for Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,525
| Closed | -$553K | – | 606 |
|
|
2025
Q2 | $553K | Sell |
2,525
-269
| -10% | -$59K | 0.06% | 293 |
|
|
2025
Q1 | $611K | Sell |
2,794
-126
| -4% | -$27.2K | 0.08% | 257 |
|
|
2024
Q4 | $617K | Buy |
2,920
+71
| +2% | +$15.4K | 0.08% | 251 |
|
|
2024
Q3 | $622K | Buy |
2,849
+110
| +4% | +$23.3K | 0.08% | 253 |
|
|
2024
Q2 | $556K | Sell |
2,739
-276
| -9% | -$56.1K | 0.07% | 259 |
|
|
2024
Q1 | $615K | Buy |
3,015
+1,842
| +157% | +$362K | 0.08% | 248 |
|
|
2023
Q4 | $224K | Sell |
1,173
-124
| -10% | -$22.8K | 0.04% | 434 |
|
|
2023
Q3 | $237K | Sell |
1,297
-1,915
| -60% | -$370K | 0.04% | 399 |
|
|
2023
Q2 | $625K | Buy |
3,212
+7
| +0.2% | +$1.37K | 0.11% | 223 |
|
|
2023
Q1 | $620K | Buy |
3,205
+96
| +3% | +$18.2K | 0.12% | 220 |
|
|
2022
Q4 | $596K | Sell |
3,109
-135
| -4% | -$25.4K | 0.13% | 224 |
|
|
2022
Q3 | $557K | Buy |
3,244
+764
| +31% | +$144K | 0.13% | 216 |
|
|
2022
Q2 | $460K | Sell |
2,480
-1,150
| -32% | -$222K | 0.09% | 292 |
|
|
2022
Q1 | $711K | Buy |
3,630
+120
| +3% | +$23.4K | 0.12% | 219 |
|
|
2021
Q4 | $702K | Sell |
3,510
-123
| -3% | -$23.2K | 0.11% | 215 |
|
|
2021
Q3 | $651K | Buy |
3,633
+243
| +7% | +$45K | 0.11% | 220 |
|
|
2021
Q2 | $619K | Buy |
3,390
+226
| +7% | +$41.3K | 0.11% | 228 |
|
|
2021
Q1 | $564K | Sell |
3,164
-787
| -20% | -$135K | 0.11% | 242 |
|
|
2020
Q4 | $687K | Buy |
3,951
+52
| +1% | +$8.82K | 0.14% | 195 |
|
|
2020
Q3 | $637K | Sell |
3,899
-712
| -15% | -$115K | 0.15% | 183 |
|
|
2020
Q2 | $690K | Buy |
4,611
+1,027
| +29% | +$152K | 0.17% | 163 |
|
|
2020
Q1 | $494K | Sell |
3,584
-2,232
| -38% | -$344K | 0.15% | 185 |
|
|
2019
Q4 | $938K | Sell |
5,816
-77
| -1% | -$12.1K | 0.21% | 130 |
|
|
2019
Q3 | $923K | Sell |
5,893
-253
| -4% | -$38.9K | 0.23% | 128 |
|
|
2019
Q2 | $914K | Buy |
+6,146
| New | +$905K | 0.2% | 142 |
|
|
2018
Q1 | – | Sell |
-6,267
| Closed | -$915K | – | 395 |
|
|
2017
Q4 | $915K | Buy |
6,267
+514
| +9% | +$72.5K | 0.21% | 145 |
|
|
2017
Q3 | $797K | Sell |
5,753
-1,220
| -17% | -$172K | 0.26% | 135 |
|
|
2017
Q2 | $985K | Buy |
+6,973
| New | +$997K | 0.27% | 116 |
|
|
2015
Q4 | $254K | Buy |
+1,968
| New | +$251K | 0.38% | 31 |
|
|
2015
Q2 | – | Sell |
-1,825
| Closed | -$232K | – | 33 |
|
|
2015
Q1 | $232K | Buy |
+1,825
| New | +$231K | 0.26% | 31 |
|
|
2014
Q4 | – | Sell |
-1,277
| Closed | -$150K | – | 58 |
|
|
2014
Q3 | $150K | Buy |
1,277
+20
| +2% | +$2.33K | 0.14% | 33 |
|
|
2014
Q2 | $146K | Sell |
1,257
-333
| -21% | -$37.9K | 0.13% | 37 |
|
|
2014
Q1 | $176K | Sell |
1,590
-258
| -14% | -$27.7K | 0.15% | 44 |
|
|
2013
Q4 | $203K | Buy |
+1,848
| New | +$202K | 0.15% | 46 |
|
Other funds holding VDC
BCMIO
CFGSD
PCH
Institute for Wealth Management's VDC Position: Q3 2025 in Review
Institute for Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2025, closing a stake of 2,525 shares — an estimated $553K sold.
Institute for Wealth Management first reported a position in VDC in Q4 2013 and held it in 34 quarters. The position peaked at $985K in Q2 2017. 602 funds tracked by Wall St. Rank hold VDC as of Q3 2025.
- Institute for Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
- Institute for Wealth Management sold 2,525 Vanguard Consumer Staples ETF shares in Q3 2025, an estimated $553K.
- Institute for Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2013 and held it in 34 quarters.
- Institute for Wealth Management's Vanguard Consumer Staples ETF position peaked at $985K in Q2 2017.
- 602 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.
Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.