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

Brewin Dolphin 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 Q2	$156K	Buy	820 +410	+100%	+$79.3K	0.02%	132
2022 Q1	$80K	Buy	410 +20	+5%	+$3.9K	0.01%	169
2021 Q4	$78K	Hold	390	–	–	0.01%	171
2021 Q3	$69.9K	Hold	390	–	–	0.01%	175
2021 Q2	$71.2K	Hold	390	–	–	0.01%	172
2021 Q1	$69.5K	Hold	390	–	–	0.01%	158
2020 Q4	$67.8K	Hold	390	–	–	0.01%	147
2020 Q3	$63.7K	Hold	390	–	–	0.01%	144
2020 Q2	$58.3K	Buy	+390	New	+$57.8K	0.01%	147

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Brewin Dolphin Wealth Management's VDC Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 100% in Q2 2022, buying an estimated $79.3K and bringing the position to 820 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #132.

Brewin Dolphin Wealth Management first reported a position in VDC in Q2 2020 and has held it in 9 quarters since. 502 funds tracked by Wall St. Rank hold VDC as of Q2 2022.

Brewin Dolphin Wealth Management held 820 shares of Vanguard Consumer Staples ETF worth $156K as of Q2 2022.
Brewin Dolphin Wealth Management bought 410 Vanguard Consumer Staples ETF shares in Q2 2022, an estimated $79.3K.
Vanguard Consumer Staples ETF made up 0.02% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #132 holding.
Brewin Dolphin Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2020 and has held it in 9 quarters since.
502 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.