LHWM
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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
Q4 		– Sell
-1,169
Closed -$201K – 64
2022
Q3 		$201K Buy
+1,169
New +$221K 0.18% 30

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 $872M AUM 23.02% 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 $424B AUM 22.96% 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

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. 486 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.
  • 486 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.