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SWA
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
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1-Year Est. Return
PCH
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1-Year Est. Return
CFGSD
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$715M AUM
15.96%
1-Year Est. Return
BCMIO
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$1.78B AUM
14.7%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Cetera Investment Advisers
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$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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