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Capasso Planning Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-930
Closed -$203K – 149
2024
Q3 		$203K Sell
930
-268
-22% -$56.9K 0.06% 147
2024
Q2 		$243K Buy
+1,198
New +$243K 0.08% 126

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Capasso Planning Partners's VDC Position: Q4 2024 in Review

Capasso Planning Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2024, closing a stake of 930 shares — an estimated $203K sold.

Capasso Planning Partners first reported a position in VDC in Q2 2024 and held it in 2 quarters. The position peaked at $243K in Q2 2024. 631 funds tracked by Wall St. Rank hold VDC as of Q4 2024.

  • Capasso Planning Partners reported no remaining Vanguard Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 930 Vanguard Consumer Staples ETF shares in Q4 2024, an estimated $203K.
  • Capasso Planning Partners first reported a position in Vanguard Consumer Staples ETF in Q2 2024 and held it in 2 quarters.
  • Capasso Planning Partners's Vanguard Consumer Staples ETF position peaked at $243K in Q2 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.