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Spinnaker Investment Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Spinnaker Investment 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
2026
Q2 		$548K Buy
2,429
+3
+0.1% +$684 0.09% 93
2026
Q1 		$545K Buy
2,426
+3
+0.1% +$687 0.11% 73
2025
Q4 		$512K Hold
2,423
– – 0.09% 84
2025
Q3 		$518K Sell
2,423
-16
-0.7% -$3.51K 0.1% 80
2025
Q2 		$534K Buy
2,439
+32
+1% +$7.01K 0.13% 54
2025
Q1 		$527K Sell
2,407
-86
-3% -$18.6K 0.12% 58
2024
Q4 		$527K Buy
2,493
+7
+0.3% +$1.52K 0.13% 51
2024
Q3 		$543K Buy
2,486
+283
+13% +$60K 0.13% 52
2024
Q2 		$447K Sell
2,203
-16
-0.7% -$3.25K 0.12% 55
2024
Q1 		$453K Sell
2,219
-733
-25% -$144K 0.13% 57
2023
Q4 		$564K Sell
2,952
-3,493
-54% -$641K 0.17% 47
2023
Q3 		$1.18M Sell
6,445
-205
-3% -$39.6K 0.4% 27
2023
Q2 		$1.29M Sell
6,650
-141
-2% -$27.5K 0.43% 23
2023
Q1 		$1.31M Sell
6,791
-385
-5% -$73K 0.46% 23
2022
Q4 		$1.37M Buy
7,176
+1,644
+30% +$309K 0.49% 24
2022
Q3 		$952K Buy
5,532
+712
+15% +$134K 0.37% 26
2022
Q2 		$893K Buy
4,820
+3,630
+305% +$702K 0.36% 24
2022
Q1 		$235K Buy
+1,190
New +$232K 0.08% 76

Other funds holding VDC

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return