MIM
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MTM Investment Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

MTM Investment Management’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
-361
Closed -$76.3K – 285
2024
Q4 		$76.3K Hold
361
– – 0.03% 216
2024
Q3 		$77.5K Buy
+361
New +$76.6K 0.03% 219
2024
Q2 		– Sell
-361
Closed -$73.7K – 288
2024
Q1 		$73.7K Buy
+361
New +$70.9K 0.03% 212
2023
Q1 		– Sell
-361
Closed -$69.2K – 273
2022
Q4 		$69.2K Buy
+361
New +$67.9K 0.04% 205
2022
Q3 		– Sell
-366
Closed -$69K – 277
2022
Q2 		$69K Hold
366
– – 0.04% 202
2022
Q1 		$72K Hold
366
– – 0.03% 220
2021
Q4 		$73K Hold
366
– – 0.03% 220
2021
Q3 		$66K Hold
366
– – 0.04% 200
2021
Q2 		$67K Hold
366
– – 0.04% 198
2021
Q1 		$65K Buy
+366
New +$62.8K 0.04% 189

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return