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Heritage Wealth Management (Arizona)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$279K Hold
1,375
– – 0.15% 124
2024
Q1 		$281K Hold
1,375
– – 0.14% 131
2023
Q4 		$263K Buy
+1,375
New +$252K 0.14% 129
2022
Q4 		$1.21M Buy
6,327
+2,628
+71% +$494K 0.17% 99
2022
Q3 		$636K Sell
3,699
-456
-11% -$86.1K 0.2% 84
2022
Q2 		$770K Sell
4,155
-584
-12% -$113K 0.26% 70
2022
Q1 		$928K Buy
+4,739
New +$923K 0.25% 72
2021
Q3 		$246K Hold
1,375
– – 0.09% 180
2021
Q2 		$251K Hold
1,375
– – 0.1% 188
2021
Q1 		$245K Buy
+1,375
New +$236K 0.14% 135

Other funds holding VDC

Bank of America
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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return