KIG
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Kowal Investment Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Kowal Investment Group’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
-42
Closed -$8K – 899
2021
Q3 		$8K Buy
+42
New +$7.78K ﹤0.01% 560

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

Kowal Investment Group's VDC Position: Q4 2021 in Review

Kowal Investment Group sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2021, closing a stake of 42 shares — an estimated $8K sold.

Kowal Investment Group first reported a position in VDC in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 470 funds tracked by Wall St. Rank hold VDC as of Q4 2021.

  • Kowal Investment Group reported no remaining Vanguard Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 42 Vanguard Consumer Staples ETF shares in Q4 2021, an estimated $8K.
  • Kowal Investment Group first reported a position in Vanguard Consumer Staples ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Vanguard Consumer Staples ETF position peaked at $8K in Q3 2021.
  • 470 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.