Resources Management Corp’s Vanguard Consumer Staples ETF VDC Stock Holding History

Resources Management Corp’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	-25	Closed	-$5K	–	456
2023 Q4	$5K	Hold	25	–	–	﹤0.01%	394
2023 Q3	$5K	Hold	25	–	–	﹤0.01%	395
2023 Q2	$5K	Sell	25 -199,518	-100%	-$39M	﹤0.01%	396
2023 Q1	$16.3M	Buy	199,543 +199,518	+798,072%	+$37.8M	2.62%	6
2022 Q4	$5K	Hold	25	–	–	﹤0.01%	408
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	436
2022 Q2	$5K	Hold	25	–	–	﹤0.01%	441
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	447
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	463
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	450
2021 Q2	$5K	Buy	+25	New	+$4.57K	﹤0.01%	450

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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

Resources Management Corp's VDC Position: Q1 2024 in Review

Resources Management Corp sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2024, closing a stake of 25 shares — an estimated $5K sold.

Resources Management Corp first reported a position in VDC in Q2 2021 and held it in 11 quarters. The position peaked at $16.3M in Q1 2023. 577 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

Resources Management Corp reported no remaining Vanguard Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
Resources Management Corp sold 25 Vanguard Consumer Staples ETF shares in Q1 2024, an estimated $5K.
Resources Management Corp first reported a position in Vanguard Consumer Staples ETF in Q2 2021 and held it in 11 quarters.
Resources Management Corp's Vanguard Consumer Staples ETF position peaked at $16.3M in Q1 2023.
577 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

Based on Resources Management Corp's 13F filing for Q1 2024, filed 15 May 2024.