Perfromance Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Perfromance Wealth Partners’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	-1,398	Closed	-$296K	–	190
2024 Q4	$296K	Sell	1,398 -15	-1%	-$3.25K	0.01%	136
2024 Q3	$309K	Sell	1,413 -34	-2%	-$7.21K	0.01%	143
2024 Q2	$294K	Buy	1,447 +26	+2%	+$5.28K	0.01%	126
2024 Q1	$290K	Buy	1,421 +50	+4%	+$9.82K	0.01%	129
2023 Q4	$262K	Sell	1,371 -175	-11%	-$32.1K	0.01%	139
2023 Q3	$282K	Hold	1,546	–	–	0.01%	141
2023 Q2	$303K	Hold	1,546	–	–	0.01%	143
2023 Q1	$299K	Hold	1,546	–	–	0.02%	142
2022 Q4	$296K	Sell	1,546 -33	-2%	-$6.21K	0.02%	126
2022 Q3	$271K	Hold	1,579	–	–	0.02%	127
2022 Q2	$293K	Buy	1,579 +4	+0.3%	+$774	0.02%	128
2022 Q1	$309K	Sell	1,575 -100	-6%	-$19.5K	0.01%	134
2021 Q4	$335K	Buy	+1,675	New	+$316K	0.01%	140

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

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

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

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

Perfromance Wealth Partners's VDC Position: Q1 2025 in Review

Perfromance Wealth Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 1,398 shares — an estimated $296K sold.

Perfromance Wealth Partners first reported a position in VDC in Q4 2021 and held it in 13 quarters. The position peaked at $335K in Q4 2021. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

Perfromance Wealth Partners reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Perfromance Wealth Partners sold 1,398 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $296K.
Perfromance Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 13 quarters.
Perfromance Wealth Partners's Vanguard Consumer Staples ETF position peaked at $335K in Q4 2021.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Perfromance Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.