Milestone Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Milestone Investment 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
2025 Q2	–	Sell	-28	Closed	-$6.16K	–	129
2025 Q1	$6.16K	Hold	28	–	–	﹤0.01%	123
2024 Q4	$5.92K	Hold	28	–	–	﹤0.01%	124
2024 Q3	$6.05K	Buy	28 +1	+4%	+$212	﹤0.01%	122
2024 Q2	$5.58K	Hold	27	–	–	﹤0.01%	121
2024 Q1	$5.61K	Hold	27	–	–	﹤0.01%	121
2023 Q4	$5.22K	Hold	27	–	–	﹤0.01%	118
2023 Q3	$4.92K	Hold	27	–	–	﹤0.01%	329
2023 Q2	$5.2K	Hold	27	–	–	﹤0.01%	112
2023 Q1	$5.18K	Hold	27	–	–	﹤0.01%	326
2022 Q4	$5.1K	Buy	+27	New	+$5.08K	﹤0.01%	110

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Milestone Investment Advisors's VDC Position: Q2 2025 in Review

Milestone Investment Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2025, closing a stake of 28 shares — an estimated $6.16K sold.

Milestone Investment Advisors first reported a position in VDC in Q4 2022 and held it in 10 quarters. The position peaked at $6.16K in Q1 2025. 629 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

Milestone Investment Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Milestone Investment Advisors sold 28 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $6.16K.
Milestone Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 10 quarters.
Milestone Investment Advisors's Vanguard Consumer Staples ETF position peaked at $6.16K in Q1 2025.
629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Milestone Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.