FourThought Financial’s Vanguard Consumer Staples ETF VDC Stock Holding History

FourThought Financial’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 Q1	–	Sell	-100	Closed	-$20K	–	1583
2021 Q4	$20K	Sell	100 -339	-77%	-$63.9K	﹤0.01%	930
2021 Q3	$78K	Hold	439	–	–	0.01%	554
2021 Q2	$80K	Hold	439	–	–	0.01%	564
2021 Q1	$78K	Hold	439	–	–	0.01%	561
2020 Q4	$76K	Buy	+439	New	+$74.5K	0.01%	554

Other funds holding VDC

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

BCMIO

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

FourThought Financial's VDC Position: Q1 2022 in Review

FourThought Financial sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2022, closing a stake of 100 shares — an estimated $20K sold.

FourThought Financial first reported a position in VDC in Q4 2020 and held it in 5 quarters. The position peaked at $80K in Q2 2021. 491 funds tracked by Wall St. Rank hold VDC as of Q1 2022.

FourThought Financial reported no remaining Vanguard Consumer Staples ETF position as of Q1 2022 after selling out during the quarter.
FourThought Financial sold 100 Vanguard Consumer Staples ETF shares in Q1 2022, an estimated $20K.
FourThought Financial first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 5 quarters.
FourThought Financial's Vanguard Consumer Staples ETF position peaked at $80K in Q2 2021.
491 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.