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Financial Counselors Inc’s Vanguard Consumer Staples ETF VDC Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-1,012
Closed -$207K – 587
2024
Q1 		$207K Buy
+1,012
New +$199K ﹤0.01% 555

Other funds holding VDC

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BCMIO
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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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Financial Counselors Inc's VDC Position: Q2 2024 in Review

Financial Counselors Inc sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2024, closing a stake of 1,012 shares — an estimated $207K sold.

Financial Counselors Inc first reported a position in VDC in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 583 funds tracked by Wall St. Rank hold VDC as of Q2 2024.

  • Financial Counselors Inc reported no remaining Vanguard Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 1,012 Vanguard Consumer Staples ETF shares in Q2 2024, an estimated $207K.
  • Financial Counselors Inc first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and held it in 1 quarter.
  • Financial Counselors Inc's Vanguard Consumer Staples ETF position peaked at $207K in Q1 2024.
  • 583 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2024.

Based on Financial Counselors Inc's 13F filing for Q2 2024, filed 1 Aug 2024.