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

Laidlaw 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
2025
Q1 		– Sell
-7,309
Closed -$1.54M – 152
2024
Q4 		$1.54M Buy
7,309
+260
+4% +$56.3K 0.67% 39
2024
Q3 		$1.54M Sell
7,049
-205
-3% -$43.5K 0.76% 39
2024
Q2 		$1.47M Sell
7,254
-14
-0.2% -$2.84K 0.81% 35
2024
Q1 		$1.48M Sell
7,268
-1,459
-17% -$287K 0.83% 37
2023
Q4 		$1.67M Buy
8,727
+1,293
+17% +$237K 0.61% 41
2023
Q3 		$1.36M Sell
7,434
-501
-6% -$96.7K 0.45% 64
2023
Q2 		$1.54M Sell
7,935
-213
-3% -$41.6K 0.3% 89
2023
Q1 		$1.58M Sell
8,148
-670
-8% -$127K 0.32% 87
2022
Q4 		$1.69M Buy
8,818
+3,204
+57% +$602K 0.36% 78
2022
Q3 		$964K Buy
5,614
+1,929
+52% +$364K 0.23% 115
2022
Q2 		$683K Sell
3,685
-14
-0.4% -$2.71K 0.14% 162
2022
Q1 		$725K Buy
3,699
+301
+9% +$58.6K 0.12% 168
2021
Q4 		$679K Sell
3,398
-343
-9% -$64.6K 0.11% 186
2021
Q3 		$670K Sell
3,741
-817
-18% -$151K 0.17% 125
2021
Q2 		$832K Buy
4,558
+219
+5% +$40K 0.21% 102
2021
Q1 		$773K Buy
4,339
+1,357
+46% +$233K 0.26% 93
2020
Q4 		$519K Buy
2,982
+181
+6% +$30.7K 0.11% 187
2020
Q3 		$458K Buy
2,801
+1,189
+74% +$191K 0.2% 114
2020
Q2 		$241K Sell
1,612
-1,403
-47% -$208K 0.13% 155
2020
Q1 		$415K Sell
3,015
-451
-13% -$69.5K 0.27% 97
2019
Q4 		$559K Buy
+3,466
New +$544K 0.35% 86

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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 $110B AUM 26.29% 1-Year Est. Return

Laidlaw Wealth Management's VDC Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 7,309 shares — an estimated $1.54M sold.

Laidlaw Wealth Management first reported a position in VDC in Q4 2019 and held it in 21 quarters. The position peaked at $1.69M in Q4 2022. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 7,309 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $1.54M.
  • Laidlaw Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Vanguard Consumer Staples ETF position peaked at $1.69M in Q4 2022.
  • 630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.