Petix & Botte Financial’s Vanguard Consumer Staples ETF VDC Stock Holding History

Petix & Botte Financial’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
2023 Q3	–	Sell	-1,116	Closed	-$217K	–	122
2023 Q2	$217K	Buy	+1,116	New	+$218K	0.07%	112
2022 Q2	–	Sell	-1,116	Closed	-$219K	–	114
2022 Q1	$219K	Buy	+1,116	New	+$217K	0.07%	113
2021 Q4	–	Sell	-1,116	Closed	-$200K	–	112
2021 Q3	$200K	Buy	+1,116	New	+$207K	0.07%	113

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 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

Petix & Botte Financial's VDC Position: Q3 2023 in Review

Petix & Botte Financial sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2023, closing a stake of 1,116 shares — an estimated $217K sold.

Petix & Botte Financial first reported a position in VDC in Q3 2021 and held it in 3 quarters. The position peaked at $219K in Q1 2022. 545 funds tracked by Wall St. Rank hold VDC as of Q3 2023.

Petix & Botte Financial reported no remaining Vanguard Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
Petix & Botte Financial sold 1,116 Vanguard Consumer Staples ETF shares in Q3 2023, an estimated $217K.
Petix & Botte Financial first reported a position in Vanguard Consumer Staples ETF in Q3 2021 and held it in 3 quarters.
Petix & Botte Financial's Vanguard Consumer Staples ETF position peaked at $219K in Q1 2022.
545 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2023.

Based on Petix & Botte Financial's 13F filing for Q3 2023, filed 15 Nov 2023.