LMKC
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L.M. Kohn & Company’s Vanguard Consumer Staples ETF VDC Stock Holding History

L.M. Kohn & Company’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
-2,192
Closed -$377K – 230
2022
Q3 		$377K Hold
2,192
– – 0.18% 138
2022
Q2 		$407K Hold
2,192
– – 0.19% 133
2022
Q1 		$430K Buy
+2,192
New +$427K 0.17% 148

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 $1.33B AUM 25.12% 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 $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
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 $374B AUM 17.66% 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

L.M. Kohn & Company's VDC Position: Q4 2022 in Review

L.M. Kohn & Company sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2022, closing a stake of 2,192 shares — an estimated $377K sold.

L.M. Kohn & Company first reported a position in VDC in Q1 2022 and held it in 3 quarters. The position peaked at $430K in Q1 2022. 542 funds tracked by Wall St. Rank hold VDC as of Q4 2022.

  • L.M. Kohn & Company reported no remaining Vanguard Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 2,192 Vanguard Consumer Staples ETF shares in Q4 2022, an estimated $377K.
  • L.M. Kohn & Company first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and held it in 3 quarters.
  • L.M. Kohn & Company's Vanguard Consumer Staples ETF position peaked at $430K in Q1 2022.
  • 542 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2022.

Based on L.M. Kohn & Company's 13F filing for Q4 2022, filed 8 Feb 2023.