Retirement Guys Formula’s Vanguard Consumer Staples ETF VDC Stock Holding History

Retirement Guys Formula’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	-5,104	Closed	-$975K	–	153
2023 Q4	$975K	Buy	5,104 +1,414	+38%	+$259K	0.52%	62
2023 Q3	$674K	Sell	3,690 -211	-5%	-$40.7K	0.47%	63
2023 Q2	$759K	Buy	3,901 +299	+8%	+$58.4K	0.44%	48
2023 Q1	$697K	Buy	3,602 +17	+0.5%	+$3.22K	0.5%	47
2022 Q4	$687K	Buy	3,585 +564	+19%	+$106K	0.56%	35
2022 Q3	$519K	Buy	3,021 +107	+4%	+$20.2K	0.55%	32
2022 Q2	$540K	Buy	2,914 +501	+21%	+$96.9K	0.55%	35
2022 Q1	$473K	Buy	+2,413	New	+$470K	0.32%	59

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFGSD

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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

Retirement Guys Formula's VDC Position: Q1 2024 in Review

Retirement Guys Formula sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2024, closing a stake of 5,104 shares — an estimated $975K sold.

Retirement Guys Formula first reported a position in VDC in Q1 2022 and held it in 8 quarters. The position peaked at $975K in Q4 2023. 574 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

Retirement Guys Formula reported no remaining Vanguard Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
Retirement Guys Formula sold 5,104 Vanguard Consumer Staples ETF shares in Q1 2024, an estimated $975K.
Retirement Guys Formula first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and held it in 8 quarters.
Retirement Guys Formula's Vanguard Consumer Staples ETF position peaked at $975K in Q4 2023.
574 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.