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 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

MTM Investment Management's VDC Position: Q1 2025 in Review

MTM Investment Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 361 shares — an estimated $76.3K sold.

MTM Investment Management first reported a position in VDC in Q1 2021 and held it in 10 quarters. The position peaked at $77.5K in Q3 2024. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

MTM Investment Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
MTM Investment Management sold 361 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $76.3K.
MTM Investment Management first reported a position in Vanguard Consumer Staples ETF in Q1 2021 and held it in 10 quarters.
MTM Investment Management's Vanguard Consumer Staples ETF position peaked at $77.5K in Q3 2024.
630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on MTM Investment Management's 13F filing for Q1 2025, filed 1 May 2025.