Householder Group Estate & Retirement Specialist’s Vanguard Consumer Staples ETF VDC Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$1K	Sell	6 -15	-71%	-$3.25K	﹤0.01%	529
2024 Q3	$4K	Hold	21	–	–	﹤0.01%	972
2024 Q2	$4K	Sell	21 -533	-96%	-$108K	﹤0.01%	984
2024 Q1	$113K	Sell	554 -2,045	-79%	-$402K	0.03%	328
2023 Q4	$496K	Sell	2,599 -633	-20%	-$116K	0.16%	120
2023 Q3	$590K	Buy	+3,232	New	+$624K	0.21%	93
2023 Q1	$590K	Buy	+3,049	New	+$578K	0.23%	93
2022 Q4	–	Sell	-3,362	Closed	-$577K	–	1104
2022 Q3	$577K	Sell	3,362 -89	-3%	-$16.8K	0.24%	95
2022 Q2	$640K	Buy	+3,451	New	+$667K	0.29%	83

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

MIM

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

Householder Group Estate & Retirement Specialist's VDC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Consumer Staples ETF (VDC) stake by 71% in Q4 2024, selling an estimated $3.25K and leaving 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Householder Group Estate & Retirement Specialist first reported a position in VDC in Q2 2022 and has held it in 9 quarters since. The position peaked at $640K in Q2 2022. 632 funds tracked by Wall St. Rank hold VDC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 6 shares of Vanguard Consumer Staples ETF worth $1K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 15 Vanguard Consumer Staples ETF shares in Q4 2024, an estimated $3.25K.
Vanguard Consumer Staples ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #529 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Consumer Staples ETF position peaked at $640K in Q2 2022.
632 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.