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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
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

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. 574 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.
  • 574 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.