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Cypress Capital’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cypress Capital’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
Q3 		– Sell
-7
Closed -$1.42K – 343
2024
Q2 		$1.42K Buy
+7
New +$1.42K ﹤0.01% 302
2022
Q3 		– Sell
-6,407
Closed -$1.19M – 176
2022
Q2 		$1.19M Buy
6,407
+48
+0.8% +$9.28K 0.17% 99
2022
Q1 		$1.25M Sell
6,359
-357
-5% -$69.5K 0.15% 109
2021
Q4 		$1.34M Buy
6,716
+83
+1% +$15.6K 0.15% 109
2021
Q3 		$1.19M Buy
+6,633
New +$1.23M 0.15% 107
2021
Q2 		– Sell
-6,574
Closed -$1.17M – 115
2021
Q1 		$1.17M Sell
6,574
-325
-5% -$55.8K 0.48% 50
2020
Q4 		$1.2M Sell
6,899
-939
-12% -$159K 0.54% 35
2020
Q3 		$1.33M Buy
7,838
+54
+0.7% +$8.7K 0.62% 25
2020
Q2 		$1.16M Buy
+7,784
New +$1.15M 0.52% 27

Other funds holding VDC

Bank of America
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
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
Envestnet Asset Management
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 15.91% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return