MLA
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MB, Levis & Associates’s Vanguard Consumer Staples ETF VDC Stock Holding History

MB, Levis & Associates’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
-97
Closed -$21.2K – 292
2025
Q2 		$21.2K Hold
97
– – 0.01% 166
2025
Q1 		$21.2K Hold
97
– – 0.01% 159
2024
Q4 		$20.5K Hold
97
– – 0.01% 157
2024
Q3 		$21.2K Hold
97
– – 0.01% 156
2024
Q2 		$19.7K Hold
97
– – 0.01% 157
2024
Q1 		$19.8K Hold
97
– – 0.01% 155
2023
Q4 		$18.5K Hold
97
– – 0.01% 157
2023
Q3 		$17.7K Hold
97
– – 0.01% 165
2023
Q2 		$18.9K Hold
97
– – 0.01% 160
2023
Q1 		$18.8K Hold
97
– – 0.01% 161
2022
Q4 		$18.6K Buy
+97
New +$18.2K 0.01% 153

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BCMIO
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CFGSD
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PCH
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return