Janiczek Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Janiczek Wealth Management’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 Q2	$1.32K	Hold	6	–	–	﹤0.01%	894
2024 Q1	$1.32K	Hold	6	–	–	﹤0.01%	907
2023 Q4	$1.23K	Hold	6	–	–	﹤0.01%	906
2023 Q3	$1.16K	Hold	6	–	–	﹤0.01%	899
2023 Q2	$1.23K	Hold	6	–	–	﹤0.01%	826
2023 Q1	$1.23K	Hold	6	–	–	﹤0.01%	823
2022 Q4	$1.2K	Hold	6	–	–	﹤0.01%	835
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	883
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	917
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	909
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	968
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	937
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	874
2021 Q1	$1K	Buy	+6	New	+$1.03K	﹤0.01%	837

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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 15.91% 1-Year Est. Return

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

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

Janiczek Wealth Management's VDC Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2024 at 6 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Janiczek Wealth Management first reported a position in VDC in Q1 2021 and has held it in 14 quarters since. 579 funds tracked by Wall St. Rank hold VDC as of Q2 2024.

Janiczek Wealth Management held 6 shares of Vanguard Consumer Staples ETF worth $1.32K as of Q2 2024.
Janiczek Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q2 2024.
Vanguard Consumer Staples ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #894 holding.
Janiczek Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2021 and has held it in 14 quarters since.
579 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.