VWM
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VCI Wealth Management’s Colgate-Palmolive CL Stock Holding History

VCI Wealth Management’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,616
Closed -$692K – 123
2025
Q2 		$692K Buy
7,616
+874
+13% +$79.8K 0.24% 92
2025
Q1 		$632K Sell
6,742
-10,805
-62% -$968K 0.27% 88
2024
Q4 		$1.6M Buy
17,547
+5,599
+47% +$534K 0.68% 47
2024
Q3 		$1.24M Sell
11,948
-2,249
-16% -$229K 0.55% 58
2024
Q2 		$1.38M Buy
14,197
+4,395
+45% +$405K 0.68% 34
2024
Q1 		$883K Sell
9,802
-1,118
-10% -$94.7K 0.6% 43
2023
Q4 		$870K Buy
+10,920
New +$821K 0.53% 55

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Geode Capital Management
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Morgan Stanley
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return