Hochman Cole Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q3	$848K	Sell	4,730 -44	-0.9%	-$8.15K	0.33%	58
2021 Q2	$871K	Hold	4,774	–	–	0.35%	53
2021 Q1	$851K	Buy	4,774 +100	+2%	+$17.2K	0.36%	50
2020 Q4	$813K	Hold	4,674	–	–	0.35%	50
2020 Q3	$764K	Hold	4,674	–	–	0.38%	48
2020 Q2	$699K	Hold	4,674	–	–	0.39%	51
2020 Q1	$644K	Sell	4,674 -25	-0.5%	-$3.85K	0.44%	46
2019 Q4	$757K	Hold	4,699	–	–	0.41%	53
2019 Q3	$736K	Hold	4,699	–	–	0.46%	50
2019 Q2	$699K	Hold	4,699	–	–	0.42%	50
2019 Q1	$682K	Hold	4,699	–	–	0.41%	52
2018 Q4	$616K	Buy	4,699 +133	+3%	+$18.6K	0.42%	50
2018 Q3	$640K	Hold	4,566	–	–	0.4%	51
2018 Q2	$613K	Hold	4,566	–	–	0.4%	52
2018 Q1	$622K	Sell	4,566 -72	-2%	-$10.2K	0.43%	47
2017 Q4	$677K	Hold	4,638	–	–	0.43%	48
2017 Q3	$643K	Hold	4,638	–	–	0.42%	47
2017 Q2	$654K	Hold	4,638	–	–	0.45%	47
2017 Q1	$652K	Hold	4,638	–	–	0.47%	47
2016 Q4	$621K	Sell	4,638 -1,122	-19%	-$150K	0.45%	47
2016 Q3	$788K	Buy	5,760 +1,948	+51%	+$273K	0.59%	42
2016 Q2	$538K	Hold	3,812	–	–	0.44%	48
2016 Q1	$516K	Sell	3,812 -341	-8%	-$44.1K	0.44%	49
2015 Q4	$536K	Buy	+4,153	New	+$530K	0.45%	51

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Hochman Cole Investment Advisors's VDC Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.92% in Q3 2021, selling an estimated $8.15K and leaving 4,730 shares worth $848K. The position accounts for 0.33% of the portfolio, ranked #58.

Hochman Cole Investment Advisors first reported a position in VDC in Q4 2015 and has held it in 24 quarters since. The position peaked at $871K in Q2 2021. 400 funds tracked by Wall St. Rank hold VDC as of Q3 2021.

Hochman Cole Investment Advisors held 4,730 shares of Vanguard Consumer Staples ETF worth $848K as of Q3 2021.
Hochman Cole Investment Advisors sold 44 Vanguard Consumer Staples ETF shares in Q3 2021, an estimated $8.15K.
Vanguard Consumer Staples ETF made up 0.33% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #58 holding.
Hochman Cole Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2015 and has held it in 24 quarters since.
Hochman Cole Investment Advisors's Vanguard Consumer Staples ETF position peaked at $871K in Q2 2021.
400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.