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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

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Halpern Financial's VDC Position: Q3 2022 in Review

Halpern Financial sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2022, closing a stake of 68 shares — an estimated $12.6K sold.

Halpern Financial first reported a position in VDC in Q1 2021 and held it in 4 quarters. The position peaked at $16.8K in Q2 2021. 486 funds tracked by Wall St. Rank hold VDC as of Q3 2022.

  • Halpern Financial reported no remaining Vanguard Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 68 Vanguard Consumer Staples ETF shares in Q3 2022, an estimated $12.6K.
  • Halpern Financial first reported a position in Vanguard Consumer Staples ETF in Q1 2021 and held it in 4 quarters.
  • Halpern Financial's Vanguard Consumer Staples ETF position peaked at $16.8K in Q2 2021.
  • 486 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.