Moisand Fitzgerald Tamayo’s Vanguard Consumer Staples ETF VDC Stock Holding History

Moisand Fitzgerald Tamayo’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	-44	Closed	-$9.23K	–	617
2024 Q4	$9.23K	Hold	44	–	–	﹤0.01%	353
2024 Q3	$9.54K	Hold	44	–	–	﹤0.01%	358
2024 Q2	$8.87K	Hold	44	–	–	﹤0.01%	319
2024 Q1	$8.92K	Hold	44	–	–	﹤0.01%	326
2023 Q4	$8.34K	Sell	44 -5	-10%	-$917	﹤0.01%	356
2023 Q3	$8.89K	Hold	49	–	–	﹤0.01%	347
2023 Q2	$9.46K	Hold	49	–	–	﹤0.01%	326
2023 Q1	$9.42K	Hold	49	–	–	﹤0.01%	335
2022 Q4	$9.32K	Buy	+49	New	+$9.21K	﹤0.01%	327
2022 Q3	–	Sell	-11	Closed	-$2K	–	887
2022 Q2	$2K	Buy	+11	New	+$2.13K	﹤0.01%	445

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo's VDC Position: Q1 2025 in Review

Moisand Fitzgerald Tamayo sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 44 shares — an estimated $9.23K sold.

Moisand Fitzgerald Tamayo first reported a position in VDC in Q2 2022 and held it in 10 quarters. The position peaked at $9.54K in Q3 2024. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

Moisand Fitzgerald Tamayo reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 44 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $9.23K.
Moisand Fitzgerald Tamayo first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and held it in 10 quarters.
Moisand Fitzgerald Tamayo's Vanguard Consumer Staples ETF position peaked at $9.54K in Q3 2024.
630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2025, filed 22 Apr 2025.