Secure Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Secure Asset Management’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	-1,213	Closed	-$222K	–	246
2023 Q3	$222K	Buy	1,213 +160	+15%	+$30.9K	0.07%	194
2023 Q2	$205K	Buy	+1,053	New	+$206K	0.06%	184
2022 Q2	–	Sell	-1,214	Closed	-$238K	–	220
2022 Q1	$238K	Buy	+1,214	New	+$236K	0.11%	170

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 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

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Secure Asset Management's VDC Position: Q4 2023 in Review

Secure Asset Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2023, closing a stake of 1,213 shares — an estimated $222K sold.

Secure Asset Management first reported a position in VDC in Q1 2022 and held it in 3 quarters. The position peaked at $238K in Q1 2022. 549 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

Secure Asset Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
Secure Asset Management sold 1,213 Vanguard Consumer Staples ETF shares in Q4 2023, an estimated $222K.
Secure Asset Management first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and held it in 3 quarters.
Secure Asset Management's Vanguard Consumer Staples ETF position peaked at $238K in Q1 2022.
549 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on Secure Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.