L.J. Altfest & Co’s Vanguard Consumer Staples ETF VDC Stock Holding History

L.J. Altfest & Co’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 Q3	–	Sell	-1,015	Closed	-$222K	–	374
2025 Q2	$222K	Buy	+1,015	New	+$222K	0.03%	314

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

L.J. Altfest & Co's VDC Position: Q3 2025 in Review

L.J. Altfest & Co sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2025, closing a stake of 1,015 shares — an estimated $222K sold.

L.J. Altfest & Co first reported a position in VDC in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 604 funds tracked by Wall St. Rank hold VDC as of Q3 2025.

L.J. Altfest & Co reported no remaining Vanguard Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
L.J. Altfest & Co sold 1,015 Vanguard Consumer Staples ETF shares in Q3 2025, an estimated $222K.
L.J. Altfest & Co first reported a position in Vanguard Consumer Staples ETF in Q2 2025 and held it in 1 quarter.
L.J. Altfest & Co's Vanguard Consumer Staples ETF position peaked at $222K in Q2 2025.
604 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.