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Simplicity Solutions’s Vanguard Consumer Staples ETF VDC Stock Holding History

Simplicity Solutions’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
-12,798
Closed -$2.34M – 1102
2023
Q3 		$2.34M Buy
12,798
+7,463
+140% +$1.44M 0.08% 243
2023
Q2 		$1.04M Buy
5,335
+482
+10% +$94.2K 0.03% 456
2023
Q1 		$939K Buy
+4,853
New +$920K 0.02% 501
2021
Q1 		– Sell
-9,067
Closed -$1.58M – 949
2020
Q4 		$1.58M Buy
9,067
+1,309
+17% +$222K 0.02% 441
2020
Q3 		$1.27M Sell
7,758
-9,455
-55% -$1.52M 0.02% 427
2020
Q2 		$2.58M Sell
17,213
-16,223
-49% -$2.4M 0.05% 259
2020
Q1 		$4.61M Buy
33,436
+28,956
+646% +$4.46M 0.14% 122
2019
Q4 		$722K Buy
4,480
+303
+7% +$47.6K 0.02% 457
2019
Q3 		$654K Buy
4,177
+955
+30% +$147K 0.03% 371
2019
Q2 		$479K Sell
3,222
-5,985
-65% -$882K 0.02% 353
2019
Q1 		$1.34M Buy
9,207
+910
+11% +$126K 0.08% 212
2018
Q4 		$1.09M Buy
8,297
+5,659
+215% +$793K 0.14% 169
2018
Q3 		$370K Sell
2,638
-431
-14% -$60.1K 0.02% 328
2018
Q2 		$412K Sell
3,069
-178
-5% -$23.6K 0.03% 286
2018
Q1 		$442K Sell
3,247
-7,001
-68% -$993K 0.04% 221
2017
Q4 		$1.5M Buy
+10,248
New +$1.45M 0.15% 95

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

Simplicity Solutions's VDC Position: Q4 2023 in Review

Simplicity Solutions sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2023, closing a stake of 12,798 shares — an estimated $2.34M sold.

Simplicity Solutions first reported a position in VDC in Q4 2017 and held it in 16 quarters. The position peaked at $4.61M in Q1 2020. 549 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

  • Simplicity Solutions reported no remaining Vanguard Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 12,798 Vanguard Consumer Staples ETF shares in Q4 2023, an estimated $2.34M.
  • Simplicity Solutions first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and held it in 16 quarters.
  • Simplicity Solutions's Vanguard Consumer Staples ETF position peaked at $4.61M in Q1 2020.
  • 549 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.