WFS
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Weitzel Financial Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Weitzel Financial Services’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 		$8.8M Sell
38,249
-209
-0.5% -$47.6K 2.99% 12
2026
Q1 		$8.61M Buy
38,458
+959
+3% +$220K 3.25% 12
2025
Q4 		$7.91M Buy
37,499
+480
+1% +$102K 3.06% 12
2025
Q3 		$7.91M Buy
37,019
+520
+1% +$114K 3.22% 12
2025
Q2 		$8.11M Buy
36,499
+177
+0.5% +$38.8K 3.43% 11
2025
Q1 		$7.99M Buy
36,322
+6,114
+20% +$1.32M 3.81% 9
2024
Q4 		$6.42M Sell
30,208
-306
-1% -$66.3K 3.02% 11
2024
Q3 		$6.65M Sell
30,514
-2,198
-7% -$466K 3.12% 10
2024
Q2 		$6.6M Buy
32,712
+155
+0.5% +$31.5K 3.29% 10
2024
Q1 		$6.6M Buy
32,557
+9,431
+41% +$1.85M 3.33% 10
2023
Q4 		$4.47M Sell
23,126
-314
-1% -$57.6K 2.4% 12
2023
Q3 		$4.23M Sell
23,440
-56,026
-71% -$10.8M 2.47% 11
2023
Q2 		$15.5M Buy
79,466
+740
+0.9% +$145K 8.77% 3
2023
Q1 		$15.3M Sell
78,726
-574
-0.7% -$109K 9.22% 3
2022
Q4 		$15.2M Buy
79,300
+6,115
+8% +$1.15M 9.7% 3
2022
Q3 		$12.6M Buy
73,185
+2,260
+3% +$427K 8.83% 4
2022
Q2 		$13.1M Buy
+70,925
New +$13.7M 8.91% 4

Other funds holding VDC

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
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
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return