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Baker Avenue Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Baker Avenue Asset 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
2023
Q1 		– Sell
-43
Closed -$8.24K – 1749
2022
Q4 		$8.24K Buy
+43
New +$8.09K ﹤0.01% 737

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UBS Group
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Ameriprise
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Envestnet Asset Management
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Osaic Holdings
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BCMIO
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Baker Avenue Asset Management's VDC Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2023, closing a stake of 43 shares — an estimated $8.24K sold.

Baker Avenue Asset Management first reported a position in VDC in Q4 2022 and held it in 1 quarter. The position peaked at $8.24K in Q4 2022. 536 funds tracked by Wall St. Rank hold VDC as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 43 Vanguard Consumer Staples ETF shares in Q1 2023, an estimated $8.24K.
  • Baker Avenue Asset Management first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's Vanguard Consumer Staples ETF position peaked at $8.24K in Q4 2022.
  • 536 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.