BDO Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

BDO Wealth Advisors’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 Q2	$83.8K	Buy	431 +11	+3%	+$2.15K	0.01%	360
2023 Q1	$81.3K	Hold	420	–	–	0.01%	350
2022 Q4	$80.5K	Hold	420	–	–	0.01%	356
2022 Q3	$72K	Hold	420	–	–	0.01%	366
2022 Q2	$78K	Hold	420	–	–	0.01%	357
2022 Q1	$82K	Hold	420	–	–	0.01%	361
2021 Q4	$84K	Hold	420	–	–	0.01%	371
2021 Q3	$75K	Sell	420 -140	-25%	-$25.9K	0.01%	389
2021 Q2	$102K	Sell	560 -228	-29%	-$41.7K	0.01%	368
2021 Q1	$140K	Buy	788 +13	+2%	+$2.23K	0.02%	329
2020 Q4	$135K	Sell	775 -90	-10%	-$15.3K	0.02%	267
2020 Q3	$141K	Buy	865 +5	+0.6%	+$805	0.02%	244
2020 Q2	$129K	Sell	860 -235	-21%	-$34.8K	0.02%	256
2020 Q1	$151K	Buy	1,095 +15	+1%	+$2.31K	0.03%	228
2019 Q4	$174K	Hold	1,080	–	–	0.04%	202
2019 Q3	$169K	Buy	1,080 +75	+7%	+$11.5K	0.04%	213
2019 Q2	$150K	Buy	1,005 +18	+2%	+$2.65K	0.04%	216
2019 Q1	$143K	Sell	987 -75	-7%	-$10.4K	0.04%	195
2018 Q4	$139K	Sell	1,062 -15	-1%	-$2.1K	0.05%	184
2018 Q3	$151K	Sell	1,077 -17	-2%	-$2.37K	0.05%	180
2018 Q2	$147K	Buy	1,094 +14	+1%	+$1.85K	0.05%	180
2018 Q1	$147K	Sell	1,080 -53	-5%	-$7.51K	0.06%	150
2017 Q4	$165K	Buy	1,133 +98	+9%	+$13.8K	0.07%	120
2017 Q3	$143K	Buy	1,035 +101	+11%	+$14.2K	0.07%	122
2017 Q2	$132K	Buy	+934	New	+$134K	0.06%	146

Other funds holding VDC

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BCMIO

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

BDO Wealth Advisors's VDC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 2.6% in Q2 2023, buying an estimated $2.15K and bringing the position to 431 shares worth $83.8K. The position accounts for 0.01% of the portfolio, ranked #360.

BDO Wealth Advisors first reported a position in VDC in Q2 2017 and has held it in 25 quarters since. The position peaked at $174K in Q4 2019. 537 funds tracked by Wall St. Rank hold VDC as of Q2 2023.

BDO Wealth Advisors held 431 shares of Vanguard Consumer Staples ETF worth $83.8K as of Q2 2023.
BDO Wealth Advisors bought 11 Vanguard Consumer Staples ETF shares in Q2 2023, an estimated $2.15K.
Vanguard Consumer Staples ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #360 holding.
BDO Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $174K in Q4 2019.
537 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.