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

SignalPoint 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
2024
Q4 		$345K Buy
1,632
+145
+10% +$31.4K 0.08% 179
2024
Q3 		$324K Buy
1,487
+425
+40% +$90.2K 0.08% 200
2024
Q2 		$216K Buy
+1,062
New +$216K 0.06% 244

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SignalPoint Asset Management's VDC Position: Q4 2024 in Review

SignalPoint Asset Management increased its Vanguard Consumer Staples ETF (VDC) stake by 9.8% in Q4 2024, buying an estimated $31.4K and bringing the position to 1,632 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #179.

SignalPoint Asset Management first reported a position in VDC in Q2 2024 and has held it in 3 quarters since. 633 funds tracked by Wall St. Rank hold VDC as of Q4 2024.

  • SignalPoint Asset Management held 1,632 shares of Vanguard Consumer Staples ETF worth $345K as of Q4 2024.
  • SignalPoint Asset Management bought 145 Vanguard Consumer Staples ETF shares in Q4 2024, an estimated $31.4K.
  • Vanguard Consumer Staples ETF made up 0.08% of SignalPoint Asset Management's portfolio in Q4 2024, its #179 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Consumer Staples ETF in Q2 2024 and has held it in 3 quarters since.
  • 633 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.