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Everstar Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Everstar Asset 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
2024
Q4 		– Sell
-1,055
Closed -$230K – 208
2024
Q3 		$230K Buy
+1,055
New +$224K 0.16% 159

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BCMIO
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Everstar Asset Management's VDC Position: Q4 2024 in Review

Everstar Asset Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2024, closing a stake of 1,055 shares — an estimated $230K sold.

Everstar Asset Management first reported a position in VDC in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 634 funds tracked by Wall St. Rank hold VDC as of Q4 2024.

  • Everstar Asset Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
  • Everstar Asset Management sold 1,055 Vanguard Consumer Staples ETF shares in Q4 2024, an estimated $230K.
  • Everstar Asset Management first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and held it in 1 quarter.
  • Everstar Asset Management's Vanguard Consumer Staples ETF position peaked at $230K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2024.

Based on Everstar Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.