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Stephen J. Garry & Associates’s Vanguard Consumer Staples ETF VDC Stock Holding History

Stephen J. Garry & Associates’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
Q1 		– Sell
-2,570
Closed -$491K – 43
2023
Q4 		$491K Buy
+2,570
New +$472K 0.54% 26

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stephen J. Garry & Associates's VDC Position: Q1 2024 in Review

Stephen J. Garry & Associates sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2024, closing a stake of 2,570 shares — an estimated $491K sold.

Stephen J. Garry & Associates first reported a position in VDC in Q4 2023 and held it in 1 quarter. The position peaked at $491K in Q4 2023. 574 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

  • Stephen J. Garry & Associates reported no remaining Vanguard Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Stephen J. Garry & Associates sold 2,570 Vanguard Consumer Staples ETF shares in Q1 2024, an estimated $491K.
  • Stephen J. Garry & Associates first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and held it in 1 quarter.
  • Stephen J. Garry & Associates's Vanguard Consumer Staples ETF position peaked at $491K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

Based on Stephen J. Garry & Associates's 13F filing for Q1 2024, filed 13 Feb 2025.