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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIM

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

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

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

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Doyle Wealth Management's VDC Position: Q3 2021 in Review

Doyle Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2021, closing a stake of 1,161 shares — an estimated $212K sold.

Doyle Wealth Management first reported a position in VDC in Q4 2018 and held it in 7 quarters. The position peaked at $212K in Q2 2021. 400 funds tracked by Wall St. Rank hold VDC as of Q3 2021.

Doyle Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
Doyle Wealth Management sold 1,161 Vanguard Consumer Staples ETF shares in Q3 2021, an estimated $212K.
Doyle Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and held it in 7 quarters.
Doyle Wealth Management's Vanguard Consumer Staples ETF position peaked at $212K in Q2 2021.
400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2021.

Based on Doyle Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.