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Kelly Financial Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Kelly Financial Services’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
2021
Q4 		– Sell
-35
Closed -$6.27K – 705
2021
Q3 		$6.27K Buy
+35
New +$6.48K ﹤0.01% 391

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kelly Financial Services's VDC Position: Q4 2021 in Review

Kelly Financial Services sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2021, closing a stake of 35 shares — an estimated $6.27K sold.

Kelly Financial Services first reported a position in VDC in Q3 2021 and held it in 1 quarter. The position peaked at $6.27K in Q3 2021. 470 funds tracked by Wall St. Rank hold VDC as of Q4 2021.

  • Kelly Financial Services reported no remaining Vanguard Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
  • Kelly Financial Services sold 35 Vanguard Consumer Staples ETF shares in Q4 2021, an estimated $6.27K.
  • Kelly Financial Services first reported a position in Vanguard Consumer Staples ETF in Q3 2021 and held it in 1 quarter.
  • Kelly Financial Services's Vanguard Consumer Staples ETF position peaked at $6.27K in Q3 2021.
  • 470 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2021.

Based on Kelly Financial Services's 13F filing for Q4 2021, filed 17 Jul 2024.