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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$694K	Buy	3,089 +89	+3%	+$20.4K	0.04%	206
2025 Q4	$634K	Sell	3,000 -28	-0.9%	-$5.96K	0.04%	212
2025 Q3	$647K	Hold	3,028	–	–	0.04%	204
2025 Q2	$663K	Hold	3,028	–	–	0.04%	204
2025 Q1	$663K	Hold	3,028	–	–	0.05%	193
2024 Q4	$640K	Hold	3,028	–	–	0.04%	198
2024 Q3	$662K	Hold	3,028	–	–	0.05%	196
2024 Q2	$615K	Sell	3,028 -500	-14%	-$102K	0.05%	194
2024 Q1	$720K	Hold	3,528	–	–	0.06%	181
2023 Q4	$674K	Hold	3,528	–	–	0.06%	183
2023 Q3	$644K	Hold	3,528	–	–	0.06%	178
2023 Q2	$686K	Hold	3,528	–	–	0.07%	172
2023 Q1	$683K	Hold	3,528	–	–	0.07%	167
2022 Q4	$676K	Hold	3,528	–	–	0.08%	165
2022 Q3	$606	Hold	3,528	–	–	0.06%	165
2022 Q2	$654K	Hold	3,528	–	–	0.08%	171
2022 Q1	$691K	Hold	3,528	–	–	0.07%	171
2021 Q4	$705K	Sell	3,528 -53	-1%	-$9.99K	0.07%	170
2021 Q3	$642K	Hold	3,581	–	–	0.07%	171
2021 Q2	$654K	Hold	3,581	–	–	0.07%	173
2021 Q1	$638K	Buy	3,581 +28	+0.8%	+$4.8K	0.07%	167
2020 Q4	$618K	Buy	+3,553	New	+$603K	0.08%	160
2020 Q3	–	Sell	-16	Closed	-$2K	–	413
2020 Q2	$2K	Buy	+16	New	+$2.37K	﹤0.01%	461