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Tandem Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Tandem Wealth Advisors’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
Q1 		– Sell
-12,431
Closed -$2.38M – 80
2022
Q4 		$2.38M Buy
+12,431
New +$2.34M 1.51% 15

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Tandem Wealth Advisors's VDC Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2023, closing a stake of 12,431 shares — an estimated $2.38M sold.

Tandem Wealth Advisors first reported a position in VDC in Q4 2022 and held it in 1 quarter. The position peaked at $2.38M in Q4 2022. 536 funds tracked by Wall St. Rank hold VDC as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 12,431 Vanguard Consumer Staples ETF shares in Q1 2023, an estimated $2.38M.
  • Tandem Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $2.38M in Q4 2022.
  • 536 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.