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RVW Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

RVW Wealth’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
Q4 		– Sell
-466
Closed -$85.1K – 353
2023
Q3 		$85.1K Buy
+466
New +$89.9K 0.01% 186

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

RVW Wealth's VDC Position: Q4 2023 in Review

RVW Wealth sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2023, closing a stake of 466 shares — an estimated $85.1K sold.

RVW Wealth first reported a position in VDC in Q3 2023 and held it in 1 quarter. The position peaked at $85.1K in Q3 2023. 549 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

  • RVW Wealth reported no remaining Vanguard Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 466 Vanguard Consumer Staples ETF shares in Q4 2023, an estimated $85.1K.
  • RVW Wealth first reported a position in Vanguard Consumer Staples ETF in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's Vanguard Consumer Staples ETF position peaked at $85.1K in Q3 2023.
  • 549 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.