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

MinichMacGregor 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
2023 Q1	–	Sell	-494	Closed	-$94.7K	–	625
2022 Q4	$94.7K	Buy	+494	New	+$92.9K	0.03%	114
2018 Q4	–	Sell	-123	Closed	-$17K	–	498
2018 Q3	$17K	Buy	123 +2	+2%	+$279	0.01%	243
2018 Q2	$16K	Hold	121	–	–	0.01%	238
2018 Q1	$16K	Buy	121 +1	+0.8%	+$142	0.01%	234
2017 Q4	$17K	Buy	120 +1	+0.8%	+$141	0.01%	226
2017 Q3	$16K	Buy	119 +1	+0.8%	+$141	0.01%	223
2017 Q2	$16K	Hold	118	–	–	0.01%	217
2017 Q1	$16K	Buy	118 +1	+0.9%	+$139	0.01%	211
2016 Q4	$15K	Buy	117 +1	+0.9%	+$134	0.01%	209
2016 Q3	$16K	Hold	116	–	–	0.02%	206
2016 Q2	$16K	Buy	116 +1	+0.9%	+$136	0.02%	195
2016 Q1	$15K	Buy	115 +3	+3%	+$388	0.01%	205
2015 Q4	$14K	Buy	+112	New	+$14.3K	0.01%	201

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

MinichMacGregor Wealth Management's VDC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2023, closing a stake of 494 shares — an estimated $94.7K sold.

MinichMacGregor Wealth Management first reported a position in VDC in Q4 2015 and held it in 13 quarters. The position peaked at $94.7K in Q4 2022. 538 funds tracked by Wall St. Rank hold VDC as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 494 Vanguard Consumer Staples ETF shares in Q1 2023, an estimated $94.7K.
MinichMacGregor Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Vanguard Consumer Staples ETF position peaked at $94.7K in Q4 2022.
538 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.