MGO One Seven’s Vanguard Consumer Staples ETF VDC Stock Holding History

MGO One Seven’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	$1.75M	Buy	7,809 +80	+1%	+$18.3K	0.04%	488
2025 Q4	$1.63M	Buy	7,729 +1,043	+16%	+$222K	0.03%	483
2025 Q3	$1.43M	Buy	6,686 +325	+5%	+$71.2K	0.03%	491
2025 Q2	$1.39M	Buy	6,361 +5,306	+503%	+$1.16M	0.04%	420
2025 Q1	$231K	Sell	1,055 -91	-8%	-$19.7K	0.01%	953
2024 Q4	$242K	Buy	1,146 +43	+4%	+$9.32K	0.01%	935
2024 Q3	$241K	Buy	1,103 +36	+3%	+$7.64K	0.01%	865
2024 Q2	$217K	Sell	1,067 -166	-13%	-$33.7K	0.01%	885
2024 Q1	$252K	Sell	1,233 -206	-14%	-$40.5K	0.01%	779
2023 Q4	$275K	Buy	1,439 +127	+10%	+$23.3K	0.02%	728
2023 Q3	$240K	Buy	1,312 +17	+1%	+$3.28K	0.02%	710
2023 Q2	$252K	Sell	1,295 -29	-2%	-$5.67K	0.02%	658
2023 Q1	$256K	Sell	1,324 -70	-5%	-$13.3K	0.02%	721
2022 Q4	$267K	Sell	1,394 -2,312	-62%	-$435K	0.03%	590
2022 Q3	$5.38K	Buy	3,706 +180	+5%	+$34K	0.21%	73
2022 Q2	$654K	Sell	3,526 -718	-17%	-$139K	0.09%	256
2022 Q1	$832K	Buy	+4,244	New	+$827K	0.09%	245

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