CCP
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Carmel Capital Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-61
Closed -$11.1K – 673
2023
Q3 		$11.1K Buy
+61
New +$11.8K 0.01% 435

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Carmel Capital Partners's VDC Position: Q4 2023 in Review

Carmel Capital Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2023, closing a stake of 61 shares — an estimated $11.1K sold.

Carmel Capital Partners first reported a position in VDC in Q3 2023 and held it in 1 quarter. The position peaked at $11.1K in Q3 2023. 549 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

  • Carmel Capital Partners reported no remaining Vanguard Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 61 Vanguard Consumer Staples ETF shares in Q4 2023, an estimated $11.1K.
  • Carmel Capital Partners first reported a position in Vanguard Consumer Staples ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Vanguard Consumer Staples ETF position peaked at $11.1K in Q3 2023.
  • 549 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.