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Ahrens Investment Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$14.5K Buy
+75
New +$14.2K 0.01% 531
2022
Q3 		– Sell
-125
Closed -$23K – 871
2022
Q2 		$23K Hold
125
– – 0.01% 474
2022
Q1 		$24K Sell
125
-180
-59% -$35.1K 0.01% 551
2021
Q4 		$61K Buy
+305
New +$57.5K 0.03% 378
2021
Q1 		– Sell
-2,577
Closed -$448K – 231
2020
Q4 		$448K Buy
+2,577
New +$437K 0.24% 98

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ahrens Investment Partners's VDC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2023: 75 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VDC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VDC in Q4 2020 and has held it in 5 quarters since. The position peaked at $448K in Q4 2020. 536 funds tracked by Wall St. Rank hold VDC as of Q1 2023.

  • Ahrens Investment Partners held 75 shares of Vanguard Consumer Staples ETF worth $14.5K as of Q1 2023.
  • Vanguard Consumer Staples ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Vanguard Consumer Staples ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #531 holding.
  • Ahrens Investment Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 5 quarters since.
  • Ahrens Investment Partners's Vanguard Consumer Staples ETF position peaked at $448K in Q4 2020.
  • 536 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.