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Riverstone Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Riverstone 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
Q3 		– Sell
-1,075
Closed -$209K – 52
2023
Q2 		$209K Hold
1,075
– – 0.13% 50
2023
Q1 		$208K Buy
+1,075
New +$204K 0.13% 48

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

Riverstone Advisors's VDC Position: Q3 2023 in Review

Riverstone Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2023, closing a stake of 1,075 shares — an estimated $209K sold.

Riverstone Advisors first reported a position in VDC in Q1 2023 and held it in 2 quarters. The position peaked at $209K in Q2 2023. 542 funds tracked by Wall St. Rank hold VDC as of Q3 2023.

  • Riverstone Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Riverstone Advisors sold 1,075 Vanguard Consumer Staples ETF shares in Q3 2023, an estimated $209K.
  • Riverstone Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and held it in 2 quarters.
  • Riverstone Advisors's Vanguard Consumer Staples ETF position peaked at $209K in Q2 2023.
  • 542 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2023.

Based on Riverstone Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.