Next Level Wealth Planning’s Vanguard Consumer Staples ETF VDC Stock Holding History

Next Level Wealth Planning’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 Q2	–	Sell	-1,032	Closed	-$226K	–	57
2025 Q1	$226K	Buy	1,032 +9	+0.9%	+$1.95K	0.17%	43
2024 Q4	$216K	Buy	+1,023	New	+$222K	0.17%	41

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Next Level Wealth Planning's VDC Position: Q2 2025 in Review

Next Level Wealth Planning sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2025, closing a stake of 1,032 shares — an estimated $226K sold.

Next Level Wealth Planning first reported a position in VDC in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q1 2025. 629 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

Next Level Wealth Planning reported no remaining Vanguard Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Next Level Wealth Planning sold 1,032 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $226K.
Next Level Wealth Planning first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and held it in 2 quarters.
Next Level Wealth Planning's Vanguard Consumer Staples ETF position peaked at $226K in Q1 2025.
629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Next Level Wealth Planning's 13F filing for Q2 2025, filed 23 Jul 2025.