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

Halpern 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
Q3 		– Sell
-68
Closed -$12.6K – 314
2022
Q2 		$12.6K Hold
68
– – ﹤0.01% 149
2022
Q1 		$13.3K Buy
+68
New +$13.2K ﹤0.01% 161
2021
Q3 		– Sell
-92
Closed -$16.8K – 288
2021
Q2 		$16.8K Hold
92
– – 0.01% 117
2021
Q1 		$16.4K Buy
+92
New +$15.8K 0.01% 109

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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return