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Lee Financial’s Vanguard Consumer Staples ETF VDC Stock Holding History

Lee Financial’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
2023
Q2 		– Sell
-15
Closed -$2.9K – 833
2023
Q1 		$2.9K Buy
+15
New +$2.84K ﹤0.01% 602

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Lee Financial's VDC Position: Q2 2023 in Review

Lee Financial sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2023, closing a stake of 15 shares — an estimated $2.9K sold.

Lee Financial first reported a position in VDC in Q1 2023 and held it in 1 quarter. The position peaked at $2.9K in Q1 2023. 537 funds tracked by Wall St. Rank hold VDC as of Q2 2023.

  • Lee Financial reported no remaining Vanguard Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Lee Financial sold 15 Vanguard Consumer Staples ETF shares in Q2 2023, an estimated $2.9K.
  • Lee Financial first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and held it in 1 quarter.
  • Lee Financial's Vanguard Consumer Staples ETF position peaked at $2.9K in Q1 2023.
  • 537 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.