VCI Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

VCI Wealth Management’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15,475	Closed	-$792K	–	129
2025 Q2	$792K	Buy	15,475 +1,033	+7%	+$52.9K	0.28%	85
2025 Q1	$738K	Sell	14,442 -6,482	-31%	-$327K	0.31%	79
2024 Q4	$1.03M	Buy	20,924 +6,990	+50%	+$354K	0.44%	65
2024 Q3	$711K	Sell	13,934 -18,432	-57%	-$913K	0.32%	74
2024 Q2	$1.53M	Buy	+32,366	New	+$1.53M	0.76%	31

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

VCI Wealth Management's FSTA Position: Q3 2025 in Review

VCI Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2025, closing a stake of 15,475 shares — an estimated $792K sold.

VCI Wealth Management first reported a position in FSTA in Q2 2024 and held it in 5 quarters. The position peaked at $1.53M in Q2 2024. 193 funds tracked by Wall St. Rank hold FSTA as of Q3 2025.

VCI Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2025 after selling out during the quarter.
VCI Wealth Management sold 15,475 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2025, an estimated $792K.
VCI Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2024 and held it in 5 quarters.
VCI Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.53M in Q2 2024.
193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2025.

Based on VCI Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.