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Doyle Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Doyle Wealth Management’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
2021
Q3 		– Sell
-1,161
Closed -$212K – 228
2021
Q2 		$212K Buy
1,161
+1
+0.1% +$183 0.02% 213
2021
Q1 		$207K Sell
1,160
-47
-4% -$8.06K 0.02% 208
2020
Q4 		$210K Buy
+1,207
New +$205K 0.02% 203
2020
Q1 		– Sell
-1,316
Closed -$212K – 212
2019
Q4 		$212K Buy
1,316
+4
+0.3% +$628 0.03% 200
2019
Q3 		$205K Hold
1,312
– – 0.03% 192
2019
Q2 		$195K Buy
+1,312
New +$193K 0.03% 191
2019
Q1 		– Sell
-1,078
Closed -$141K – 725
2018
Q4 		$141K Buy
+1,078
New +$151K 0.02% 213

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return