Newman Dignan & Sheerar Inc’s Vanguard Consumer Staples ETF VDC Stock Holding History

Newman Dignan & Sheerar Inc’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
2026 Q2	–	Sell	-1,182	Closed	-$265K	–	204
2026 Q1	$265K	Hold	1,182	–	–	0.06%	171
2025 Q4	$250K	Sell	1,182 -1,165	-50%	-$248K	0.05%	171
2025 Q3	$502K	Hold	2,347	–	–	0.11%	116
2025 Q2	$514K	Hold	2,347	–	–	0.12%	113
2025 Q1	$514K	Hold	2,347	–	–	0.14%	104
2024 Q4	$496K	Sell	2,347 -374	-14%	-$81K	0.13%	110
2024 Q3	$585K	Hold	2,721	–	–	0.14%	106
2024 Q2	$552K	Hold	2,721	–	–	0.14%	107
2024 Q1	$555K	Hold	2,721	–	–	0.15%	112
2023 Q4	$520K	Sell	2,721 -1,000	-27%	-$183K	0.16%	111
2023 Q3	$680K	Hold	3,721	–	–	0.22%	96
2023 Q2	$724K	Hold	3,721	–	–	0.22%	98
2023 Q1	$720K	Hold	3,721	–	–	0.23%	94
2022 Q4	$713K	Hold	3,721	–	–	0.24%	94
2022 Q3	$639	Hold	3,721	–	–	0.1%	91
2022 Q2	$690K	Hold	3,721	–	–	0.24%	95
2022 Q1	$729	Hold	3,721	–	–	0.14%	92
2021 Q4	$744K	Sell	3,721 -211	-5%	-$39.8K	0.23%	93
2021 Q3	$705K	Sell	3,932 -573	-13%	-$106K	0.2%	93
2021 Q2	$822K	Sell	4,505 -84	-2%	-$15.4K	0.28%	85
2021 Q1	$818K	Sell	4,589 -550	-11%	-$94.4K	0.3%	78
2020 Q4	$894	Hold	5,139	–	–	0.14%	72
2020 Q3	$840K	Hold	5,139	–	–	0.35%	69
2020 Q2	$822K	Sell	5,139 -375	-7%	-$55.6K	0.35%	68
2020 Q1	$823K	Sell	5,514 -907	-14%	-$140K	0.43%	57
2019 Q4	$1.03K	Hold	6,421	–	–	0.11%	62
2019 Q3	$1M	Hold	6,421	–	–	0.47%	57
2019 Q2	$955	Hold	6,421	–	–	0.03%	60
2019 Q1	$932K	Sell	6,421 -300	-4%	-$41.6K	0.37%	60
2018 Q4	$882	Hold	6,721	–	–	0.07%	62
2018 Q3	$932K	Hold	6,721	–	–	0.41%	63
2018 Q2	$902	Hold	6,721	–	–	0.06%	61
2018 Q1	$915K	Sell	6,721 -807	-11%	-$114K	0.46%	59
2017 Q4	$1.1M	Buy	7,528 +22	+0.3%	+$3.1K	0.55%	51
2017 Q3	$1.04M	Hold	7,506	–	–	0.55%	51
2017 Q2	$1.06M	Hold	7,506	–	–	0.59%	49
2017 Q1	$1.06K	Hold	7,506	–	–	0.47%	50
2016 Q4	$1.01M	Buy	7,506 +76	+1%	+$10.2K	0.61%	49
2016 Q3	$1.02M	Buy	7,430 +490	+7%	+$68.6K	0.64%	45
2016 Q2	$980K	Buy	6,940 +3,555	+105%	+$483K	0.61%	46
2016 Q1	$458K	Sell	3,385 -978	-22%	-$126K	0.33%	84
2015 Q4	$563K	Buy	4,363 +50	+1%	+$6.38K	0.4%	74
2015 Q3	$523K	Sell	4,313 -600	-12%	-$76.1K	0.34%	69
2015 Q2	$614K	Hold	4,913	–	–	0.44%	62
2015 Q1	$624K	Buy	4,913 +1,053	+27%	+$133K	0.45%	64
2014 Q4	$483	Hold	3,860	–	–	0.29%	81
2014 Q3	$454K	Sell	3,860 -100	-3%	-$11.6K	0.34%	83
2014 Q2	$459	Hold	3,960	–	–	0.26%	87
2014 Q1	$439K	Hold	3,960	–	–	0.31%	87
2013 Q4	$436	Hold	3,960	–	–	0.02%	94
2013 Q3	$410K	Hold	3,960	–	–	0.32%	95
2013 Q2	$404	Buy	+3,960	New	+$409K	0.03%	85

Other funds holding VDC

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VDC Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2026, closing a stake of 1,182 shares — an estimated $265K sold.

Newman Dignan & Sheerar Inc first reported a position in VDC in Q2 2013 and held it in 52 quarters. The position peaked at $1.1M in Q4 2017. 133 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Newman Dignan & Sheerar Inc reported no remaining Vanguard Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 1,182 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $265K.
Newman Dignan & Sheerar Inc first reported a position in Vanguard Consumer Staples ETF in Q2 2013 and held it in 52 quarters.
Newman Dignan & Sheerar Inc's Vanguard Consumer Staples ETF position peaked at $1.1M in Q4 2017.
133 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.