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HUB Investment Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

HUB Investment Partners’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
Q3 		– Sell
-1,705
Closed -$346K – 572
2024
Q2 		$346K Buy
+1,705
New +$346K 0.01% 337

Other funds holding VDC

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BCMIO
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

HUB Investment Partners's VDC Position: Q3 2024 in Review

HUB Investment Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2024, closing a stake of 1,705 shares — an estimated $346K sold.

HUB Investment Partners first reported a position in VDC in Q2 2024 and held it in 1 quarter. The position peaked at $346K in Q2 2024. 600 funds tracked by Wall St. Rank hold VDC as of Q3 2024.

  • HUB Investment Partners reported no remaining Vanguard Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • HUB Investment Partners sold 1,705 Vanguard Consumer Staples ETF shares in Q3 2024, an estimated $346K.
  • HUB Investment Partners first reported a position in Vanguard Consumer Staples ETF in Q2 2024 and held it in 1 quarter.
  • HUB Investment Partners's Vanguard Consumer Staples ETF position peaked at $346K in Q2 2024.
  • 600 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2024.

Based on HUB Investment Partners's 13F filing for Q3 2024, filed 14 Nov 2024.