SOA Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

SOA Wealth Advisors’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	–	Sell	-64	Closed	-$13.5K	–	889
2025 Q4	$13.5K	Buy	64 +1	+2%	+$213	﹤0.01%	562
2025 Q3	$13.5K	Hold	63	–	–	﹤0.01%	571
2025 Q2	$13.8K	Hold	63	–	–	﹤0.01%	559
2025 Q1	$13.7K	Buy	63 +1	+2%	+$216	﹤0.01%	526
2024 Q4	$13.2K	Hold	62	–	–	﹤0.01%	518
2024 Q3	$13.5K	Buy	62 +1	+2%	+$212	﹤0.01%	503
2024 Q2	$12.4K	Hold	61	–	–	﹤0.01%	509
2024 Q1	$12.5K	Hold	61	–	–	﹤0.01%	507
2023 Q4	$11.6K	Buy	61 +1	+2%	+$183	﹤0.01%	504
2023 Q3	$11K	Hold	60	–	–	﹤0.01%	510
2023 Q2	$11.6K	Hold	60	–	–	﹤0.01%	514
2023 Q1	$11.5K	Buy	60 +1	+2%	+$190	﹤0.01%	510
2022 Q4	$11.4K	Buy	59 +1	+2%	+$188	﹤0.01%	505
2022 Q3	$10K	Hold	58	–	–	﹤0.01%	516
2022 Q2	$10K	Hold	58	–	–	﹤0.01%	499
2022 Q1	$11K	Buy	58 +1	+2%	+$195	﹤0.01%	579
2021 Q4	$11K	Hold	57	–	–	﹤0.01%	559
2021 Q3	$10K	Hold	57	–	–	﹤0.01%	598
2021 Q2	$10K	Buy	57 +1	+2%	+$183	﹤0.01%	583
2021 Q1	$10K	Hold	56	–	–	﹤0.01%	520
2020 Q4	$9K	Buy	+56	New	+$9.5K	﹤0.01%	537

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SOA Wealth Advisors's VDC Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 64 shares — an estimated $13.5K sold.

SOA Wealth Advisors first reported a position in VDC in Q4 2020 and held it in 21 quarters. The position peaked at $13.8K in Q2 2025. 633 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

SOA Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 64 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $13.5K.
SOA Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $13.8K in Q2 2025.
633 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.