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

NEIRG 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
2022 Q4	–	Sell	-1,958	Closed	-$336K	–	157
2022 Q3	$336K	Sell	1,958 -78	-4%	-$14.7K	0.07%	118
2022 Q2	$377K	Sell	2,036 -123	-6%	-$23.8K	0.08%	108
2022 Q1	$423K	Sell	2,159 -77	-3%	-$15K	0.08%	104
2021 Q4	$447K	Buy	+2,236	New	+$421K	0.09%	95

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

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

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

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

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

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

BCMIO

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

NEIRG Wealth Management's VDC Position: Q4 2022 in Review

NEIRG Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2022, closing a stake of 1,958 shares — an estimated $336K sold.

NEIRG Wealth Management first reported a position in VDC in Q4 2021 and held it in 4 quarters. The position peaked at $447K in Q4 2021. 544 funds tracked by Wall St. Rank hold VDC as of Q4 2022.

NEIRG Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
NEIRG Wealth Management sold 1,958 Vanguard Consumer Staples ETF shares in Q4 2022, an estimated $336K.
NEIRG Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 4 quarters.
NEIRG Wealth Management's Vanguard Consumer Staples ETF position peaked at $447K in Q4 2021.
544 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2022.

Based on NEIRG Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.