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FinDec Wealth Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

FinDec Wealth Services’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
2023
Q4 		– Sell
-1,254
Closed -$229K – 46
2023
Q3 		$229K Sell
1,254
-42
-3% -$8.1K 0.17% 41
2023
Q2 		$252K Sell
1,296
-1,114
-46% -$218K 0.18% 41
2023
Q1 		$466K Sell
2,410
-25,447
-91% -$4.82M 0.35% 33
2022
Q4 		$5.34M Buy
+27,857
New +$5.24M 4.41% 8

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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

FinDec Wealth Services's VDC Position: Q4 2023 in Review

FinDec Wealth Services sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2023, closing a stake of 1,254 shares — an estimated $229K sold.

FinDec Wealth Services first reported a position in VDC in Q4 2022 and held it in 4 quarters. The position peaked at $5.34M in Q4 2022. 549 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

  • FinDec Wealth Services reported no remaining Vanguard Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • FinDec Wealth Services sold 1,254 Vanguard Consumer Staples ETF shares in Q4 2023, an estimated $229K.
  • FinDec Wealth Services first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 4 quarters.
  • FinDec Wealth Services's Vanguard Consumer Staples ETF position peaked at $5.34M in Q4 2022.
  • 549 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on FinDec Wealth Services's 13F filing for Q4 2023, filed 7 Feb 2024.