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Morton Brown Family Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-60
Closed -$12.2K – 236
2024
Q1 		$12.2K Hold
60
– – 0.01% 145
2023
Q4 		$11.5K Buy
+60
New +$11K 0.01% 173

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morton Brown Family Wealth's VDC Position: Q2 2024 in Review

Morton Brown Family Wealth sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2024, closing a stake of 60 shares — an estimated $12.2K sold.

Morton Brown Family Wealth first reported a position in VDC in Q4 2023 and held it in 2 quarters. The position peaked at $12.2K in Q1 2024. 579 funds tracked by Wall St. Rank hold VDC as of Q2 2024.

  • Morton Brown Family Wealth reported no remaining Vanguard Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 60 Vanguard Consumer Staples ETF shares in Q2 2024, an estimated $12.2K.
  • Morton Brown Family Wealth first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and held it in 2 quarters.
  • Morton Brown Family Wealth's Vanguard Consumer Staples ETF position peaked at $12.2K in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2024.

Based on Morton Brown Family Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.