Aevitas Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Aevitas Wealth Management’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
2022 Q1	–	Sell	-3,941	Closed	-$788K	–	127
2021 Q4	$788K	Sell	3,941 -1	-0%	-$188	0.47%	59
2021 Q3	$707K	Hold	3,942	–	–	0.45%	61
2021 Q2	$720K	Buy	3,942 +58	+1%	+$10.6K	0.46%	60
2021 Q1	$692K	Buy	3,884 +8	+0.2%	+$1.37K	0.48%	56
2020 Q4	$674K	Buy	3,876 +13	+0.3%	+$2.21K	0.49%	56
2020 Q3	$631K	Sell	3,863 -32	-0.8%	-$5.15K	0.52%	53
2020 Q2	$583K	Buy	3,895 +313	+9%	+$46.4K	0.54%	54
2020 Q1	$494K	Buy	+3,582	New	+$552K	0.55%	54
2019 Q2	–	Sell	-506	Closed	-$73K	–	331
2019 Q1	$73K	Buy	506 +2	+0.4%	+$277	0.07%	156
2018 Q4	$66K	Buy	+504	New	+$70.6K	0.07%	156

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Aevitas Wealth Management's VDC Position: Q1 2022 in Review

Aevitas Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2022, closing a stake of 3,941 shares — an estimated $788K sold.

Aevitas Wealth Management first reported a position in VDC in Q4 2018 and held it in 10 quarters. The position peaked at $788K in Q4 2021. 490 funds tracked by Wall St. Rank hold VDC as of Q1 2022.

Aevitas Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2022 after selling out during the quarter.
Aevitas Wealth Management sold 3,941 Vanguard Consumer Staples ETF shares in Q1 2022, an estimated $788K.
Aevitas Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and held it in 10 quarters.
Aevitas Wealth Management's Vanguard Consumer Staples ETF position peaked at $788K in Q4 2021.
490 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2022.

Based on Aevitas Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.