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

TCI 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 Q2	–	Sell	-100	Closed	-$19.4K	–	2153
2023 Q1	$19.4K	Buy	+100	New	+$19K	﹤0.01%	725
2022 Q4	–	Sell	-20	Closed	-$3K	–	2658
2022 Q3	$3K	Buy	+20	New	+$3.78K	﹤0.01%	1852
2021 Q4	–	Sell	-84	Closed	-$15K	–	2536
2021 Q3	$15K	Buy	+84	New	+$15.6K	﹤0.01%	841
2021 Q1	–	Sell	-77	Closed	-$13K	–	2239
2020 Q4	$13K	Hold	77	–	–	0.01%	592
2020 Q3	$13K	Hold	77	–	–	0.01%	528
2020 Q2	$12K	Sell	77 -24	-24%	-$3.56K	0.01%	538
2020 Q1	$14K	Hold	101	–	–	0.01%	513
2019 Q4	$16K	Buy	101 +24	+31%	+$3.77K	0.01%	611
2019 Q3	$12K	Hold	77	–	–	0.01%	602
2019 Q2	$11K	Buy	+77	New	+$11.3K	0.01%	610
2016 Q2	–	Sell	-31	Closed	-$4K	–	1376
2016 Q1	$4K	Buy	+31	New	+$4.01K	﹤0.01%	790

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

TCI Wealth Advisors's VDC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2023, closing a stake of 100 shares — an estimated $19.4K sold.

TCI Wealth Advisors first reported a position in VDC in Q1 2016 and held it in 11 quarters. The position peaked at $19.4K in Q1 2023. 540 funds tracked by Wall St. Rank hold VDC as of Q2 2023.

TCI Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 100 Vanguard Consumer Staples ETF shares in Q2 2023, an estimated $19.4K.
TCI Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2016 and held it in 11 quarters.
TCI Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $19.4K in Q1 2023.
540 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.