Kingsview Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Kingsview Wealth 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
2026 Q1	$360K	Buy	1,604 +15	+0.9%	+$3.44K	﹤0.01%	1003
2025 Q4	$336K	Sell	1,589 -44	-3%	-$9.36K	﹤0.01%	985
2025 Q3	$349K	Sell	1,633 -488	-23%	-$107K	0.01%	911
2025 Q2	$464K	Buy	2,121 +911	+75%	+$200K	0.01%	795
2025 Q1	$265K	Sell	1,210 -16,559	-93%	-$3.58M	0.01%	936
2024 Q4	$3.76M	Buy	+17,769	New	+$3.85M	0.07%	253
2019 Q2	–	Sell	-8,374	Closed	-$1.22M	–	526
2019 Q1	$1.22M	Buy	8,374 +20	+0.2%	+$2.77K	0.19%	146
2018 Q4	$1.1M	Buy	8,354 +1,372	+20%	+$192K	0.24%	127
2018 Q3	$978K	Buy	+6,982	New	+$974K	0.2%	146

Other funds holding VDC

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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