Nadler Financial Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Nadler Financial Group’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	-1,050	Closed	-$201K	–	120
2023 Q4	$201K	Sell	1,050 -505	-32%	-$92.7K	0.03%	101
2023 Q3	$284K	Hold	1,555	–	–	0.04%	83
2023 Q2	$302K	Buy	1,555 +100	+7%	+$19.5K	0.04%	83
2023 Q1	$282K	Buy	1,455 +150	+11%	+$28.4K	0.04%	86
2022 Q4	$250K	Buy	+1,305	New	+$245K	0.04%	92

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CFGSD

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nadler Financial Group's VDC Position: Q1 2024 in Review

Nadler Financial Group sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2024, closing a stake of 1,050 shares — an estimated $201K sold.

Nadler Financial Group first reported a position in VDC in Q4 2022 and held it in 5 quarters. The position peaked at $302K in Q2 2023. 578 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

Nadler Financial Group reported no remaining Vanguard Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
Nadler Financial Group sold 1,050 Vanguard Consumer Staples ETF shares in Q1 2024, an estimated $201K.
Nadler Financial Group first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 5 quarters.
Nadler Financial Group's Vanguard Consumer Staples ETF position peaked at $302K in Q2 2023.
578 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

Based on Nadler Financial Group's 13F filing for Q1 2024, filed 26 Apr 2024.