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Retirement Income Solutions’s Vanguard Consumer Staples ETF VDC Stock Holding History

Retirement Income Solutions’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
-1,213
Closed -$236K – 143
2023
Q2 		$236K Buy
+1,213
New +$237K 0.06% 118
2022
Q4 		– Sell
-3,434
Closed -$600K – 124
2022
Q3 		$600K Buy
3,434
+1,696
+98% +$320K 0.22% 50
2022
Q2 		$322K Buy
+1,738
New +$336K 0.11% 83

Other funds holding VDC

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Income Solutions's VDC Position: Q3 2023 in Review

Retirement Income Solutions sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2023, closing a stake of 1,213 shares — an estimated $236K sold.

Retirement Income Solutions first reported a position in VDC in Q2 2022 and held it in 3 quarters. The position peaked at $600K in Q3 2022. 542 funds tracked by Wall St. Rank hold VDC as of Q3 2023.

  • Retirement Income Solutions reported no remaining Vanguard Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Retirement Income Solutions sold 1,213 Vanguard Consumer Staples ETF shares in Q3 2023, an estimated $236K.
  • Retirement Income Solutions first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and held it in 3 quarters.
  • Retirement Income Solutions's Vanguard Consumer Staples ETF position peaked at $600K in Q3 2022.
  • 542 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2023.

Based on Retirement Income Solutions's 13F filing for Q3 2023, filed 1 Nov 2023.