Charles D. Hyman’s Vanguard Consumer Staples ETF VDC Stock Holding History

Charles D. Hyman’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	–	Sell	-1,826	Closed	-$373K	–	250
2024 Q1	$373K	Hold	1,826	–	–	0.02%	187
2023 Q4	$349K	Hold	1,826	–	–	0.02%	191
2023 Q3	$334K	Hold	1,826	–	–	0.02%	186
2023 Q2	$355K	Hold	1,826	–	–	0.02%	183
2023 Q1	$353K	Buy	1,826 +115	+7%	+$21.8K	0.02%	185
2022 Q4	$328K	Hold	1,711	–	–	0.02%	188
2022 Q3	$294K	Hold	1,711	–	–	0.02%	186
2022 Q2	$317K	Hold	1,711	–	–	0.02%	190
2022 Q1	$335K	Hold	1,711	–	–	0.02%	200
2021 Q4	$342K	Hold	1,711	–	–	0.02%	198
2021 Q3	$307K	Hold	1,711	–	–	0.02%	197
2021 Q2	$312K	Hold	1,711	–	–	0.02%	199
2021 Q1	$305K	Hold	1,711	–	–	0.02%	194
2020 Q4	$298K	Hold	1,711	–	–	0.02%	195
2020 Q3	$280K	Sell	1,711 -333	-16%	-$53.6K	0.02%	187
2020 Q2	$306K	Hold	2,044	–	–	0.03%	173
2020 Q1	$282K	Hold	2,044	–	–	0.04%	149
2019 Q4	$329K	Buy	+2,044	New	+$321K	0.03%	159

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 13.96% 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

Charles D. Hyman's VDC Position: Q2 2024 in Review

Charles D. Hyman sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2024, closing a stake of 1,826 shares — an estimated $373K sold.

Charles D. Hyman first reported a position in VDC in Q4 2019 and held it in 18 quarters. The position peaked at $373K in Q1 2024. 579 funds tracked by Wall St. Rank hold VDC as of Q2 2024.

Charles D. Hyman reported no remaining Vanguard Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
Charles D. Hyman sold 1,826 Vanguard Consumer Staples ETF shares in Q2 2024, an estimated $373K.
Charles D. Hyman first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 18 quarters.
Charles D. Hyman's Vanguard Consumer Staples ETF position peaked at $373K in Q1 2024.
579 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.