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Investors Asset Management of Georgia’s Vanguard Consumer Staples ETF VDC Stock Holding History

Investors Asset Management of Georgia’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 		– Sell
-295
Closed -$51K – 499
2022
Q3 		$51K Hold
295
– – 0.03% 295
2022
Q2 		$55K Buy
+295
New +$57K 0.03% 254

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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 $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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investors Asset Management of Georgia's VDC Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2022, closing a stake of 295 shares — an estimated $51K sold.

Investors Asset Management of Georgia first reported a position in VDC in Q2 2022 and held it in 2 quarters. The position peaked at $55K in Q2 2022. 544 funds tracked by Wall St. Rank hold VDC as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 295 Vanguard Consumer Staples ETF shares in Q4 2022, an estimated $51K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Consumer Staples ETF position peaked at $55K in Q2 2022.
  • 544 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.