Buckingham Strategic Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$664K	Buy	3,272 +495	+18%	+$101K	0.01%	412
2024 Q1	$567K	Buy	2,777 +366	+15%	+$71.9K	0.01%	434
2023 Q4	$460K	Sell	2,411 -70	-3%	-$12.8K	0.01%	459
2023 Q3	$453K	Sell	2,481 -1,335	-35%	-$258K	0.01%	438
2023 Q2	$742K	Buy	3,816 +2,547	+201%	+$498K	0.01%	340
2023 Q1	$243K	Hold	1,269	–	–	﹤0.01%	522
2022 Q4	$243K	Buy	1,269 +14	+1%	+$2.63K	﹤0.01%	524
2022 Q3	$216K	Sell	1,255 -96	-7%	-$18.1K	﹤0.01%	533
2022 Q2	$250K	Buy	1,351 +167	+14%	+$32.3K	﹤0.01%	506
2022 Q1	$232K	Hold	1,184	–	–	﹤0.01%	534
2021 Q4	$237K	Hold	1,184	–	–	﹤0.01%	532
2021 Q3	$212K	Hold	1,184	–	–	﹤0.01%	552
2021 Q2	$216K	Buy	+1,184	New	+$216K	0.01%	551

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Buckingham Strategic Wealth's VDC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Consumer Staples ETF (VDC) stake by 18% in Q2 2024, buying an estimated $101K and bringing the position to 3,272 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #412.

Buckingham Strategic Wealth first reported a position in VDC in Q2 2021 and has held it in 13 quarters since. The position peaked at $742K in Q2 2023. 579 funds tracked by Wall St. Rank hold VDC as of Q2 2024.

Buckingham Strategic Wealth held 3,272 shares of Vanguard Consumer Staples ETF worth $664K as of Q2 2024.
Buckingham Strategic Wealth bought 495 Vanguard Consumer Staples ETF shares in Q2 2024, an estimated $101K.
Vanguard Consumer Staples ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #412 holding.
Buckingham Strategic Wealth first reported a position in Vanguard Consumer Staples ETF in Q2 2021 and has held it in 13 quarters since.
Buckingham Strategic Wealth's Vanguard Consumer Staples ETF position peaked at $742K in Q2 2023.
579 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.