LA
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LexAurum Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

LexAurum Advisors’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
Q2 		$462K Sell
2,049
-503
-20% -$115K 0.05% 259
2026
Q1 		$573K Buy
+2,552
New +$585K 0.07% 203
2025
Q3 		$640K Sell
2,996
-20
-0.7% -$4.38K 0.09% 169
2025
Q2 		$661K Sell
3,016
-192
-6% -$42.1K 0.1% 160
2025
Q1 		$702K Buy
3,208
+5
+0.2% +$1.08K 0.13% 143
2024
Q4 		$677K Sell
3,203
-3,903
-55% -$846K 0.13% 142
2024
Q3 		$1.55M Buy
7,106
+16
+0.2% +$3.4K 0.34% 62
2024
Q2 		$1.44M Buy
7,090
+260
+4% +$52.8K 0.35% 56
2024
Q1 		$1.39M Sell
6,830
-61
-0.9% -$12K 0.35% 59
2023
Q4 		$1.32M Buy
6,891
+327
+5% +$60K 0.35% 61
2023
Q3 		$1.2M Buy
6,564
+161
+3% +$31.1K 0.35% 62
2023
Q2 		$1.25M Sell
6,403
-222
-3% -$43.4K 0.37% 57
2023
Q1 		$1.28M Buy
6,625
+1,890
+40% +$358K 0.43% 48
2022
Q4 		$907K Buy
4,735
+388
+9% +$73K 0.32% 63
2022
Q3 		$747K Buy
4,347
+967
+29% +$183K 0.29% 72
2022
Q2 		$626K Buy
3,380
+942
+39% +$182K 0.23% 92
2022
Q1 		$478K Buy
2,438
+121
+5% +$23.6K 0.16% 130
2021
Q4 		$463K Buy
2,317
+167
+8% +$31.5K 0.15% 148
2021
Q3 		$385K Hold
2,150
– – 0.11% 198
2021
Q2 		$392K Hold
2,150
– – 0.12% 192
2021
Q1 		$383K Buy
2,150
+15
+0.7% +$2.57K 0.13% 169
2020
Q4 		$371K Buy
2,135
+174
+9% +$29.5K 0.13% 165
2020
Q3 		$320K Hold
1,961
– – 0.13% 159
2020
Q2 		$293K Hold
1,961
– – 0.16% 144
2020
Q1 		$270K Hold
1,961
– – 0.19% 124
2019
Q4 		$316K Sell
1,961
-97
-5% -$15.2K 0.16% 147
2019
Q3 		$322K Sell
2,058
-120
-6% -$18.4K 0.19% 130
2019
Q2 		$324K Buy
2,178
+135
+7% +$19.9K 0.2% 118
2019
Q1 		$297K Sell
2,043
-50
-2% -$6.94K 0.2% 118
2018
Q4 		$275K Buy
2,093
+194
+10% +$27.2K 0.21% 108
2018
Q3 		$266K Buy
+1,899
New +$265K 0.19% 118

Other funds holding VDC

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return