Jackson Grant Investment Advisers’s Vanguard Consumer Staples ETF VDC Stock Holding History

Jackson Grant Investment Advisers’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	-30	Closed	-$5K	–	342
2022 Q3	$5K	Hold	30	–	–	﹤0.01%	324
2022 Q2	$6K	Hold	30	–	–	﹤0.01%	330
2022 Q1	$6K	Buy	+30	New	+$5.84K	﹤0.01%	338
2021 Q4	–	Sell	-30	Closed	-$5K	–	319
2021 Q3	$5K	Hold	30	–	–	﹤0.01%	342
2021 Q2	$5K	Hold	30	–	–	﹤0.01%	356
2021 Q1	$5K	Hold	30	–	–	﹤0.01%	352
2020 Q4	$5K	Buy	+30	New	+$5.09K	﹤0.01%	325

Other funds holding VDC

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Grant Investment Advisers's VDC Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2022, closing a stake of 30 shares — an estimated $5K sold.

Jackson Grant Investment Advisers first reported a position in VDC in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q2 2022. 542 funds tracked by Wall St. Rank hold VDC as of Q4 2022.

Jackson Grant Investment Advisers reported no remaining Vanguard Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 30 Vanguard Consumer Staples ETF shares in Q4 2022, an estimated $5K.
Jackson Grant Investment Advisers first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 7 quarters.
Jackson Grant Investment Advisers's Vanguard Consumer Staples ETF position peaked at $6K in Q2 2022.
542 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.