GI
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Gradient Investments’s Vanguard Consumer Staples ETF VDC Stock Holding History

Gradient Investments’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
Q1 		– Sell
-120
Closed -$23.6K – 1167
2023
Q4 		$23K Buy
120
+11
+10% +$2.02K ﹤0.01% 681
2023
Q3 		$19.9K Hold
109
– – ﹤0.01% 683
2023
Q2 		$21.1K Sell
109
-127
-54% -$24.8K ﹤0.01% 684
2023
Q1 		$45.6K Buy
236
+128
+119% +$24.3K ﹤0.01% 509
2022
Q4 		$20.8K Sell
108
-103
-49% -$19.4K ﹤0.01% 681
2022
Q3 		$36K Buy
+211
New +$39.8K ﹤0.01% 541
2021
Q2 		– Sell
-38
Closed -$7K – 1264
2021
Q1 		$7K Sell
38
-175
-82% -$30K ﹤0.01% 841
2020
Q4 		$35K Hold
213
– – ﹤0.01% 466
2020
Q3 		$35K Hold
213
– – ﹤0.01% 468
2020
Q2 		$32K Sell
213
-2
-0.9% -$296 ﹤0.01% 448
2020
Q1 		$30K Buy
215
+178
+481% +$27.4K ﹤0.01% 440
2019
Q4 		$6K Buy
37
+30
+429% +$4.71K ﹤0.01% 797
2019
Q3 		$1K Sell
7
-27
-79% -$4.15K ﹤0.01% 1054
2019
Q2 		$5K Buy
34
+27
+386% +$3.98K ﹤0.01% 780
2019
Q1 		$1K Hold
7
– – ﹤0.01% 829
2018
Q4 		$1K Sell
7
-27
-79% -$3.78K ﹤0.01% 899
2018
Q3 		$5K Buy
+34
New +$4.74K ﹤0.01% 752
2017
Q2 		– Sell
-30
Closed -$4K – 910
2017
Q1 		$4K Buy
+30
New +$4.16K ﹤0.01% 645
2016
Q4 		– Sell
-73
Closed -$10K – 800
2016
Q3 		$10K Buy
+73
New +$10.2K ﹤0.01% 458

Other funds holding VDC

Bank of America
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
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 22.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments's VDC Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2024, closing a stake of 120 shares — an estimated $23.6K sold.

Gradient Investments first reported a position in VDC in Q3 2016 and held it in 19 quarters. The position peaked at $45.6K in Q1 2023. 577 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

  • Gradient Investments reported no remaining Vanguard Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 120 Vanguard Consumer Staples ETF shares in Q1 2024, an estimated $23.6K.
  • Gradient Investments first reported a position in Vanguard Consumer Staples ETF in Q3 2016 and held it in 19 quarters.
  • Gradient Investments's Vanguard Consumer Staples ETF position peaked at $45.6K in Q1 2023.
  • 577 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.