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

Lake Hills 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
2022 Q3	–	Sell	-1,169	Closed	-$221K	–	51
2022 Q2	$217K	Sell	1,169 -1,568	-57%	-$303K	0.16%	27
2022 Q1	$536K	Buy	2,737 +379	+16%	+$73.8K	0.39%	27
2021 Q4	$471K	Buy	+2,358	New	+$444K	0.33%	37

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

Lake Hills Wealth Management's VDC Position: Q3 2022 in Review

Lake Hills Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2022, closing a stake of 1,169 shares — an estimated $221K sold.

Lake Hills Wealth Management first reported a position in VDC in Q4 2021 and held it in 3 quarters. The position peaked at $536K in Q1 2022. 485 funds tracked by Wall St. Rank hold VDC as of Q3 2022.

Lake Hills Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
Lake Hills Wealth Management sold 1,169 Vanguard Consumer Staples ETF shares in Q3 2022, an estimated $221K.
Lake Hills Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 3 quarters.
Lake Hills Wealth Management's Vanguard Consumer Staples ETF position peaked at $536K in Q1 2022.
485 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2022.

Based on Lake Hills Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.