LIWM
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Long Island Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Long Island 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
2024
Q1 		– Sell
-1,159
Closed -$221K – 386
2023
Q4 		$221K Buy
+1,159
New +$213K 0.16% 71

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Long Island Wealth Management's VDC Position: Q1 2024 in Review

Long Island Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2024, closing a stake of 1,159 shares — an estimated $221K sold.

Long Island Wealth Management first reported a position in VDC in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 574 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

  • Long Island Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 1,159 Vanguard Consumer Staples ETF shares in Q1 2024, an estimated $221K.
  • Long Island Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Vanguard Consumer Staples ETF position peaked at $221K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.