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Bivin & Associates’s Vanguard Consumer Staples ETF VDC Stock Holding History

Bivin & Associates’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
Q2 		$24K Hold
129
– – 0.03% 116
2022
Q1 		$25K Hold
129
– – 0.02% 129
2021
Q4 		$26K Buy
+129
New +$24.3K 0.02% 130

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bivin & Associates's VDC Position: Q2 2022 in Review

Bivin & Associates held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2022 at 129 shares worth $24K. The position accounts for 0.03% of the portfolio, ranked #116.

Bivin & Associates first reported a position in VDC in Q4 2021 and has held it in 3 quarters since. The position peaked at $26K in Q4 2021. 503 funds tracked by Wall St. Rank hold VDC as of Q2 2022.

  • Bivin & Associates held 129 shares of Vanguard Consumer Staples ETF worth $24K as of Q2 2022.
  • Bivin & Associates left its Vanguard Consumer Staples ETF share count unchanged in Q2 2022.
  • Vanguard Consumer Staples ETF made up 0.03% of Bivin & Associates's portfolio in Q2 2022, its #116 holding.
  • Bivin & Associates first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Vanguard Consumer Staples ETF position peaked at $26K in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.