Milestone Advisory Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Milestone Advisory Partners’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 Q3	$6.91M	Buy	37,822 +3,609	+11%	+$696K	5.75%	3
2023 Q2	$6.65M	Buy	34,213 +1,602	+5%	+$313K	6.02%	2
2023 Q1	$6.31M	Sell	32,611 -9,197	-22%	-$1.74M	5.82%	2
2022 Q4	$8.01M	Sell	41,808 -7,919	-16%	-$1.49M	5.96%	4
2022 Q3	$8.54M	Buy	49,727 +26,891	+118%	+$5.08M	6.41%	4
2022 Q2	$4.29M	Buy	+22,836	New	+$4.42M	3.48%	8

Other funds holding VDC

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Milestone Advisory Partners's VDC Position: Q3 2023 in Review

Milestone Advisory Partners increased its Vanguard Consumer Staples ETF (VDC) stake by 11% in Q3 2023, buying an estimated $696K and bringing the position to 37,822 shares worth $6.91M. The position accounts for 5.75% of the portfolio, ranked #3.

Milestone Advisory Partners first reported a position in VDC in Q2 2022 and has held it in 6 quarters since. The position peaked at $8.54M in Q3 2022. 542 funds tracked by Wall St. Rank hold VDC as of Q3 2023.

Milestone Advisory Partners held 37,822 shares of Vanguard Consumer Staples ETF worth $6.91M as of Q3 2023.
Milestone Advisory Partners bought 3,609 Vanguard Consumer Staples ETF shares in Q3 2023, an estimated $696K.
Vanguard Consumer Staples ETF made up 5.75% of Milestone Advisory Partners's portfolio in Q3 2023, its #3 holding.
Milestone Advisory Partners first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 6 quarters since.
Milestone Advisory Partners's Vanguard Consumer Staples ETF position peaked at $8.54M in Q3 2022.
542 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.