U.S. Capital Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

U.S. Capital 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	$2.12M	Buy	9,457 +133	+1%	+$30.5K	0.05%	341
2025 Q4	$1.97M	Buy	9,324 +601	+7%	+$128K	0.05%	340
2025 Q3	$1.86M	Sell	8,723 -2	-0%	-$438	0.05%	347
2025 Q2	$1.91M	Buy	8,725 +1,311	+18%	+$287K	0.06%	307
2025 Q1	$1.62M	Sell	7,414 -295	-4%	-$63.7K	0.05%	333
2024 Q4	$1.63M	Buy	+7,709	New	+$1.67M	0.05%	335
2022 Q3	–	Sell	-1,101	Closed	-$204K	–	693
2022 Q2	$204K	Buy	1,101 +50	+5%	+$9.67K	0.01%	624
2022 Q1	$206K	Buy	+1,051	New	+$205K	0.01%	668

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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