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MFG
Monumental Financial Group’s
Vanguard Consumer Staples ETF
VDC
Stock Holding History
Monumental Financial Group’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
2024
Q3
$8.99M
Buy
41,135
+6,967
+20%
+$1.48M
3.33%
11
2024
Q2
$6.94M
Buy
34,168
+5,937
+21%
+$1.21M
3.03%
12
2024
Q1
$5.76M
Buy
28,231
+1,141
+4%
+$224K
3.07%
11
2023
Q4
$5.17M
Buy
27,090
+2,891
+12%
+$530K
3.08%
12
2023
Q3
$4.42M
Sell
24,199
-374
-2%
-$72.2K
2.94%
11
2023
Q2
$4.78M
Buy
24,573
+2,411
+11%
+$471K
3.22%
10
2023
Q1
$4.29M
Buy
22,162
+3,506
+19%
+$664K
3.07%
11
2022
Q4
$3.57M
Buy
18,656
+3,854
+26%
+$725K
2.89%
12
2022
Q3
$2.54M
Buy
14,802
+3,427
+30%
+$647K
2.41%
12
2022
Q2
$2.11M
Buy
11,375
+1,374
+14%
+$266K
1.94%
14
2022
Q1
$1.96M
Buy
10,001
+1,333
+15%
+$260K
1.62%
13
2021
Q4
$1.73M
Buy
8,668
+3,565
+70%
+$672K
1.24%
13
2021
Q3
$915K
Buy
5,103
+1,488
+41%
+$275K
0.73%
13
2021
Q2
$660K
Sell
3,615
-29,361
-89%
-$5.37M
0.56%
14
2021
Q1
$5.88M
Buy
+32,976
New
+$5.66M
5.61%
7
Other funds holding VDC
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota)
Sioux Falls, South Dakota
$715M AUM
15.96%
1-Year Est. Return
MIM
Morningstar Investment Management
Chicago, Illinois
$1.62B AUM
15.91%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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