Private Wealth Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Private Wealth Group’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	-1,157	Closed	-$245K	–	66
2024 Q4	$245K	Hold	1,157	–	–	0.12%	62
2024 Q3	$253K	Hold	1,157	–	–	0.13%	56
2024 Q2	$235K	Hold	1,157	–	–	0.12%	58
2024 Q1	$236K	Hold	1,157	–	–	0.12%	59
2023 Q4	$221K	Sell	1,157 -571	-33%	-$105K	0.13%	54
2023 Q3	$316K	Hold	1,728	–	–	0.21%	46
2023 Q2	$336K	Hold	1,728	–	–	0.35%	41
2023 Q1	$334K	Hold	1,728	–	–	0.46%	39
2022 Q4	$331K	Hold	1,728	–	–	0.47%	38
2022 Q3	$297K	Hold	1,728	–	–	0.46%	34
2022 Q2	$320K	Hold	1,728	–	–	0.4%	34
2022 Q1	$339K	Hold	1,728	–	–	0.25%	38
2021 Q4	$345K	Hold	1,728	–	–	0.23%	35
2021 Q3	$310K	Hold	1,728	–	–	0.2%	33
2021 Q2	$315K	Hold	1,728	–	–	0.21%	33
2021 Q1	$308K	Hold	1,728	–	–	0.22%	32
2020 Q4	$301K	Buy	1,728 +123	+8%	+$20.9K	0.25%	28
2020 Q3	$262K	Sell	1,605 -757	-32%	-$122K	0.21%	27
2020 Q2	$353K	Buy	2,362 +200	+9%	+$29.6K	0.29%	20
2020 Q1	$297K	Buy	+2,162	New	+$333K	0.35%	21

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

Private Wealth Group's VDC Position: Q1 2025 in Review

Private Wealth Group sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 1,157 shares — an estimated $245K sold.

Private Wealth Group first reported a position in VDC in Q1 2020 and held it in 20 quarters. The position peaked at $353K in Q2 2020. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

Private Wealth Group reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Private Wealth Group sold 1,157 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $245K.
Private Wealth Group first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and held it in 20 quarters.
Private Wealth Group's Vanguard Consumer Staples ETF position peaked at $353K in Q2 2020.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.