Capital Advisory Group Advisory Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-8	Closed	-$2K	–	474
2022 Q1	$2K	Buy	+8	New	+$1.56K	﹤0.01%	483
2021 Q4	–	Sell	-8	Closed	-$1K	–	486
2021 Q3	$1K	Sell	8 -1	-11%	-$185	﹤0.01%	537
2021 Q2	$2K	Hold	9	–	–	﹤0.01%	510
2021 Q1	$2K	Sell	9 -15	-63%	-$2.57K	﹤0.01%	489
2020 Q4	$4K	Buy	+24	New	+$4.07K	﹤0.01%	462

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Advisory Group Advisory Services's VDC Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2022, closing a stake of 8 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in VDC in Q4 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 503 funds tracked by Wall St. Rank hold VDC as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Vanguard Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 8 Vanguard Consumer Staples ETF shares in Q2 2022, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 5 quarters.
Capital Advisory Group Advisory Services's Vanguard Consumer Staples ETF position peaked at $4K in Q4 2020.
503 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.