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Financial & Tax Architects’s Vanguard Consumer Staples ETF VDC Stock Holding History

Financial & Tax Architects’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
2022
Q2 		– Sell
-1,608
Closed -$315K – 96
2022
Q1 		$315K Buy
+1,608
New +$313K 0.12% 78

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial & Tax Architects's VDC Position: Q2 2022 in Review

Financial & Tax Architects sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2022, closing a stake of 1,608 shares — an estimated $315K sold.

Financial & Tax Architects first reported a position in VDC in Q1 2022 and held it in 1 quarter. The position peaked at $315K in Q1 2022. 502 funds tracked by Wall St. Rank hold VDC as of Q2 2022.

  • Financial & Tax Architects reported no remaining Vanguard Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
  • Financial & Tax Architects sold 1,608 Vanguard Consumer Staples ETF shares in Q2 2022, an estimated $315K.
  • Financial & Tax Architects first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and held it in 1 quarter.
  • Financial & Tax Architects's Vanguard Consumer Staples ETF position peaked at $315K in Q1 2022.
  • 502 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2022.

Based on Financial & Tax Architects's 13F filing for Q2 2022, filed 25 Aug 2023.