Personal Capital Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Personal Capital Advisors’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	$36.5M	Buy	190,649 +5,053	+3%	+$950K	0.18%	112
2022 Q3	$31.9M	Buy	185,596 +6,347	+4%	+$1.2M	0.17%	113
2022 Q2	$33.2M	Buy	179,249 +3,380	+2%	+$654K	0.17%	115
2022 Q1	$34.5M	Buy	175,869 +4,821	+3%	+$939K	0.16%	119
2021 Q4	$34.2M	Buy	171,048 +7,146	+4%	+$1.35M	0.16%	117
2021 Q3	$29.4M	Buy	163,902 +7,429	+5%	+$1.38M	0.15%	119
2021 Q2	$28.6M	Buy	156,473 +8,792	+6%	+$1.61M	0.15%	118
2021 Q1	$26.3M	Buy	147,681 +27,438	+23%	+$4.71M	0.15%	119
2020 Q4	$20.9M	Buy	120,243 +20,940	+21%	+$3.55M	0.13%	121
2020 Q3	$16.2M	Buy	99,303 +5,201	+6%	+$838K	0.12%	117
2020 Q2	$14.1M	Buy	94,102 +7,725	+9%	+$1.15M	0.12%	115
2020 Q1	$12M	Sell	86,377 -7,276	-8%	-$1.12M	0.12%	123
2019 Q4	$15.1M	Buy	93,653 +5,444	+6%	+$855K	0.13%	119
2019 Q3	$13.8M	Buy	88,209 +6,072	+7%	+$933K	0.13%	120
2019 Q2	$12.2M	Sell	82,137 -15,060	-15%	-$2.22M	0.12%	120
2019 Q1	$14.1M	Buy	97,197 +8,254	+9%	+$1.15M	0.16%	112
2018 Q4	$11.7M	Buy	88,943 +9,860	+12%	+$1.38M	0.16%	112
2018 Q3	$11.1M	Buy	79,083 +8,029	+11%	+$1.12M	0.14%	115
2018 Q2	$9.54M	Buy	71,054 +17,950	+34%	+$2.38M	0.13%	115
2018 Q1	$7.23M	Buy	53,104 +12,711	+31%	+$1.8M	0.11%	119
2017 Q4	$5.9M	Buy	40,393 +10,049	+33%	+$1.42M	0.1%	124
2017 Q3	$4.2M	Buy	30,344 +9,592	+46%	+$1.35M	0.08%	129
2017 Q2	$2.93M	Buy	20,752 +8,502	+69%	+$1.22M	0.06%	137
2017 Q1	$1.73M	Buy	12,250 +3,611	+42%	+$501K	0.04%	132
2016 Q4	$1.16M	Buy	8,639 +2,644	+44%	+$353K	0.03%	135
2016 Q3	$813K	Buy	5,995 +1,100	+22%	+$154K	0.03%	134
2016 Q2	$691K	Buy	4,895 +1,601	+49%	+$218K	0.03%	138
2016 Q1	$446K	Buy	3,294 +1,720	+109%	+$222K	0.02%	135
2015 Q4	$203K	Buy	+1,574	New	+$201K	0.01%	150

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 22.96% 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

Personal Capital Advisors's VDC Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 2.7% in Q4 2022, buying an estimated $950K and bringing the position to 190,649 shares worth $36.5M. The position accounts for 0.18% of the portfolio, ranked #112.

Personal Capital Advisors first reported a position in VDC in Q4 2015 and has held it in 29 quarters since. 544 funds tracked by Wall St. Rank hold VDC as of Q4 2022.

Personal Capital Advisors held 190,649 shares of Vanguard Consumer Staples ETF worth $36.5M as of Q4 2022.
Personal Capital Advisors bought 5,053 Vanguard Consumer Staples ETF shares in Q4 2022, an estimated $950K.
Vanguard Consumer Staples ETF made up 0.18% of Personal Capital Advisors's portfolio in Q4 2022, its #112 holding.
Personal Capital Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2015 and has held it in 29 quarters since.
544 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.