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Evergreen Private Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Evergreen Private Wealth’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
Q1 		– Sell
-8
Closed -$1.53K – 230
2023
Q4 		$1.53K Buy
+8
New +$1.47K ﹤0.01% 204

Other funds holding VDC

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evergreen Private Wealth's VDC Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2024, closing a stake of 8 shares — an estimated $1.53K sold.

Evergreen Private Wealth first reported a position in VDC in Q4 2023 and held it in 1 quarter. The position peaked at $1.53K in Q4 2023. 578 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

  • Evergreen Private Wealth reported no remaining Vanguard Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 8 Vanguard Consumer Staples ETF shares in Q1 2024, an estimated $1.53K.
  • Evergreen Private Wealth first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's Vanguard Consumer Staples ETF position peaked at $1.53K in Q4 2023.
  • 578 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.