H&H Retirement Design & Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

H&H Retirement Design & Management’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	-2,920	Closed	-$564K	–	94
2022 Q4	$564K	Buy	2,920 +22	+0.8%	+$4.14K	0.48%	37
2022 Q3	$505K	Sell	2,898 -170	-6%	-$32.1K	0.48%	39
2022 Q2	$591K	Sell	3,068 -1,527	-33%	-$295K	0.43%	41
2022 Q1	$934K	Sell	4,595 -361	-7%	-$70.3K	0.64%	29
2021 Q4	$972K	Buy	+4,956	New	+$934K	0.61%	34

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

H&H Retirement Design & Management's VDC Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2023, closing a stake of 2,920 shares — an estimated $564K sold.

H&H Retirement Design & Management first reported a position in VDC in Q4 2021 and held it in 5 quarters. The position peaked at $972K in Q4 2021. 536 funds tracked by Wall St. Rank hold VDC as of Q1 2023.

H&H Retirement Design & Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 2,920 Vanguard Consumer Staples ETF shares in Q1 2023, an estimated $564K.
H&H Retirement Design & Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's Vanguard Consumer Staples ETF position peaked at $972K in Q4 2021.
536 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.