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Guardian Wealth Management (Illinois)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Guardian Wealth Management (Illinois)’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
-505
Closed -$101K – 238
2021
Q4 		$101K Buy
+505
New +$95.1K 0.1% 86

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s VDC Position: Q1 2022 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2022, closing a stake of 505 shares — an estimated $101K sold.

Guardian Wealth Management (Illinois) first reported a position in VDC in Q4 2021 and held it in 1 quarter. The position peaked at $101K in Q4 2021. 491 funds tracked by Wall St. Rank hold VDC as of Q1 2022.

  • Guardian Wealth Management (Illinois) reported no remaining Vanguard Consumer Staples ETF position as of Q1 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 505 Vanguard Consumer Staples ETF shares in Q1 2022, an estimated $101K.
  • Guardian Wealth Management (Illinois) first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s Vanguard Consumer Staples ETF position peaked at $101K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2022, filed 13 May 2022.