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Harrison & Co Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Harrison & Co Wealth 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
2022
Q4 		$562K Buy
2,933
+143
+5% +$26.9K 0.54% 68
2022
Q3 		$479K Sell
2,790
-317
-10% -$59.8K 0.51% 67
2022
Q2 		$576K Hold
3,107
– – 0.55% 67
2022
Q1 		$609K Sell
3,107
-442
-12% -$86.1K 0.53% 68
2021
Q4 		$709K Buy
+3,549
New +$669K 0.6% 68

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Harrison & Co Wealth Management's VDC Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 5.1% in Q4 2022, buying an estimated $26.9K and bringing the position to 2,933 shares worth $562K. The position accounts for 0.54% of the portfolio, ranked #68.

Harrison & Co Wealth Management first reported a position in VDC in Q4 2021 and has held it in 5 quarters since. The position peaked at $709K in Q4 2021. 544 funds tracked by Wall St. Rank hold VDC as of Q4 2022.

  • Harrison & Co Wealth Management held 2,933 shares of Vanguard Consumer Staples ETF worth $562K as of Q4 2022.
  • Harrison & Co Wealth Management bought 143 Vanguard Consumer Staples ETF shares in Q4 2022, an estimated $26.9K.
  • Vanguard Consumer Staples ETF made up 0.54% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #68 holding.
  • Harrison & Co Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Vanguard Consumer Staples ETF position peaked at $709K in Q4 2021.
  • 544 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.