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

Prosperity 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
2023 Q4	–	Sell	-2,537	Closed	-$464K	–	280
2023 Q3	$464K	Buy	2,537 +309	+14%	+$59.6K	0.06%	146
2023 Q2	$433K	Sell	2,228 -10	-0.4%	-$1.95K	0.06%	148
2023 Q1	$433K	Buy	2,238 +624	+39%	+$118K	0.07%	127
2022 Q4	$309K	Buy	+1,614	New	+$303K	0.1%	142

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Prosperity Capital Advisors's VDC Position: Q4 2023 in Review

Prosperity Capital Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2023, closing a stake of 2,537 shares — an estimated $464K sold.

Prosperity Capital Advisors first reported a position in VDC in Q4 2022 and held it in 4 quarters. The position peaked at $464K in Q3 2023. 549 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

Prosperity Capital Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
Prosperity Capital Advisors sold 2,537 Vanguard Consumer Staples ETF shares in Q4 2023, an estimated $464K.
Prosperity Capital Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 4 quarters.
Prosperity Capital Advisors's Vanguard Consumer Staples ETF position peaked at $464K in Q3 2023.
549 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on Prosperity Capital Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.