Sweeney & Michel’s Vanguard Consumer Staples ETF VDC Stock Holding History

Sweeney & Michel’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	$1.35M	Buy	6,032 +69	+1%	+$15.8K	0.4%	47
2025 Q4	$1.42M	Buy	5,963 +71	+1%	+$15.1K	0.42%	44
2025 Q3	$1.25M	Buy	5,892 +19	+0.3%	+$4.16K	0.42%	44
2025 Q2	$1.28M	Buy	5,873 +63	+1%	+$13.8K	0.46%	40
2025 Q1	$1.19M	Buy	+5,810	New	+$1.26M	0.52%	35
2024 Q3	$1.15M	Buy	5,274 +28	+0.5%	+$5.94K	0.45%	42
2024 Q2	$1.07M	Buy	5,246 +22	+0.4%	+$4.47K	0.45%	39
2024 Q1	$1.08M	Buy	+5,224	New	+$1.03M	0.48%	36
2023 Q3	$944K	Buy	5,183 +12	+0.2%	+$2.32K	0.49%	36
2023 Q2	$1.02M	Buy	5,171 +20	+0.4%	+$3.91K	0.52%	34
2023 Q1	$986K	Buy	+5,151	New	+$976K	0.53%	33

Other funds holding VDC

Bank of America

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return