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Cambridge Trust’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cambridge Trust’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
Q4 		– Sell
-38
Closed -$7K – 896
2022
Q3 		$7K Hold
38
– – ﹤0.01% 690
2022
Q2 		$7K Hold
38
– – ﹤0.01% 722
2022
Q1 		$7K Hold
38
– – ﹤0.01% 790
2021
Q4 		$8K Buy
+38
New +$7.16K ﹤0.01% 856

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Trust's VDC Position: Q4 2022 in Review

Cambridge Trust sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2022, closing a stake of 38 shares — an estimated $7K sold.

Cambridge Trust first reported a position in VDC in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 542 funds tracked by Wall St. Rank hold VDC as of Q4 2022.

  • Cambridge Trust reported no remaining Vanguard Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Cambridge Trust sold 38 Vanguard Consumer Staples ETF shares in Q4 2022, an estimated $7K.
  • Cambridge Trust first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 4 quarters.
  • Cambridge Trust's Vanguard Consumer Staples ETF position peaked at $8K in Q4 2021.
  • 542 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.