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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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. 552 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.
552 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.