Graves Light Lenhart Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-267	Closed	-$50K	–	585
2022 Q2	$50K	Buy	267 +1	+0.4%	+$193	0.01%	306
2022 Q1	$52K	Hold	266	–	–	0.01%	350
2021 Q4	$53K	Buy	266 +2	+0.8%	+$377	0.01%	392
2021 Q3	$47K	Hold	264	–	–	0.01%	380
2021 Q2	$48K	Buy	264 +2	+0.8%	+$366	0.01%	387
2021 Q1	$47K	Buy	262 +2	+0.8%	+$343	0.01%	394
2020 Q4	$45K	Buy	+260	New	+$44.1K	0.01%	387

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

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

MIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

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

Graves Light Lenhart Wealth's VDC Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2022, closing a stake of 267 shares — an estimated $50K sold.

Graves Light Lenhart Wealth first reported a position in VDC in Q4 2020 and held it in 7 quarters. The position peaked at $53K in Q4 2021. 486 funds tracked by Wall St. Rank hold VDC as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Vanguard Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 267 Vanguard Consumer Staples ETF shares in Q3 2022, an estimated $50K.
Graves Light Lenhart Wealth first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Vanguard Consumer Staples ETF position peaked at $53K in Q4 2021.
486 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.