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RPGK
Retirement Planning Group (Kansas)’s
Vanguard Consumer Staples ETF
VDC
Stock Holding History
Retirement Planning Group (Kansas)’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
Q1
$2.93M
Buy
13,037
+708
+6%
+$162K
0.09%
102
2025
Q4
$2.6M
Buy
12,329
+5
+0%
+$1.06K
0.09%
97
2025
Q3
$2.63M
Buy
12,324
+730
+6%
+$160K
0.09%
92
2025
Q2
$2.54M
Buy
11,594
+507
+5%
+$111K
0.11%
74
2025
Q1
$2.43M
Buy
11,087
+702
+7%
+$152K
0.11%
70
2024
Q4
$2.2M
Buy
10,385
+27
+0.3%
+$5.85K
0.11%
73
2024
Q3
$2.26M
Sell
10,358
-2,230
-18%
-$473K
0.12%
78
2024
Q2
$2.56M
Sell
12,588
-1,665
-12%
-$338K
0.16%
59
2024
Q1
$2.91M
Buy
14,253
+8,076
+131%
+$1.59M
0.22%
52
2023
Q4
$1.18M
Buy
6,177
+3,539
+134%
+$649K
0.11%
68
2023
Q3
$482K
Buy
2,638
+76
+3%
+$14.7K
0.05%
100
2023
Q2
$498K
Sell
2,562
-35
-1%
-$6.84K
0.05%
103
2023
Q1
$503K
Sell
2,597
-79
-3%
-$15K
0.05%
92
2022
Q4
$513K
Buy
+2,676
New
+$503K
0.06%
90
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1-Year Est. Return
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19.32%
1-Year Est. Return
Morgan Stanley
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25.57%
1-Year Est. Return
PCH
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$6.4B AUM
18.53%
1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota)
Sioux Falls, South Dakota
$715M AUM
15.96%
1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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