RPg Family Wealth Advisory’s Vanguard Consumer Staples ETF VDC Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-42	Closed	-$8.23K	–	312
2022 Q1	$8.23K	Buy	+42	New	+$8.18K	﹤0.01%	278
2020 Q1	–	Sell	-303	Closed	-$48.8K	–	289
2019 Q4	$48.8K	Hold	303	–	–	0.03%	160
2019 Q3	$47.4K	Hold	303	–	–	0.03%	167
2019 Q2	$45.1K	Sell	303 -207	-41%	-$30.5K	0.03%	168
2019 Q1	$74.1K	Sell	510 -30,902	-98%	-$4.29M	0.04%	138
2018 Q4	$4.12M	Buy	+31,412	New	+$4.4M	4.01%	9
2018 Q3	–	Sell	-95	Closed	-$12.8K	–	273
2018 Q2	$12.8K	Buy	+95	New	+$12.6K	0.01%	204

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RPg Family Wealth Advisory's VDC Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2022, closing a stake of 42 shares — an estimated $8.23K sold.

RPg Family Wealth Advisory first reported a position in VDC in Q2 2018 and held it in 7 quarters. The position peaked at $4.12M in Q4 2018. 502 funds tracked by Wall St. Rank hold VDC as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Vanguard Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 42 Vanguard Consumer Staples ETF shares in Q2 2022, an estimated $8.23K.
RPg Family Wealth Advisory first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and held it in 7 quarters.
RPg Family Wealth Advisory's Vanguard Consumer Staples ETF position peaked at $4.12M in Q4 2018.
502 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.