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

Simplicity 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
2024
Q3 		– Sell
-5,759
Closed -$1.17M – 1177
2024
Q2 		$1.17M Sell
5,759
-1,238
-18% -$251K 0.03% 490
2024
Q1 		$1.43M Buy
+6,997
New +$1.37M 0.03% 425

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Simplicity Wealth's VDC Position: Q3 2024 in Review

Simplicity Wealth sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2024, closing a stake of 5,759 shares — an estimated $1.17M sold.

Simplicity Wealth first reported a position in VDC in Q1 2024 and held it in 2 quarters. The position peaked at $1.43M in Q1 2024. 600 funds tracked by Wall St. Rank hold VDC as of Q3 2024.

  • Simplicity Wealth reported no remaining Vanguard Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,759 Vanguard Consumer Staples ETF shares in Q3 2024, an estimated $1.17M.
  • Simplicity Wealth first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Vanguard Consumer Staples ETF position peaked at $1.43M in Q1 2024.
  • 600 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.