Ford Financial Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-1,365	Closed	-$261K	–	113
2022 Q4	$261K	Buy	1,365 +19	+1%	+$3.57K	0.1%	101
2022 Q3	$231K	Hold	1,346	–	–	0.1%	106
2022 Q2	$249K	Buy	1,346 +1	+0.1%	+$193	0.1%	98
2022 Q1	$263K	Buy	1,345 +1,303	+3,102%	+$254K	0.1%	99
2021 Q4	$8K	Buy	+42	New	+$7.91K	﹤0.01%	354
2021 Q3	–	Sell	-42	Closed	-$7K	–	534
2021 Q2	$7K	Buy	+42	New	+$7.68K	﹤0.01%	377

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Ford Financial Group's VDC Position: Q1 2023 in Review

Ford Financial Group sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2023, closing a stake of 1,365 shares — an estimated $261K sold.

Ford Financial Group first reported a position in VDC in Q2 2021 and held it in 6 quarters. The position peaked at $263K in Q1 2022. 538 funds tracked by Wall St. Rank hold VDC as of Q1 2023.

Ford Financial Group reported no remaining Vanguard Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 1,365 Vanguard Consumer Staples ETF shares in Q1 2023, an estimated $261K.
Ford Financial Group first reported a position in Vanguard Consumer Staples ETF in Q2 2021 and held it in 6 quarters.
Ford Financial Group's Vanguard Consumer Staples ETF position peaked at $263K in Q1 2022.
538 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.