TCWP’s Vanguard Consumer Staples ETF VDC Stock Holding History

TCWP’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
2022 Q2	–	Sell	-44	Closed	-$8K	–	1682
2022 Q1	$8K	Buy	+44	New	+$8.57K	﹤0.01%	964

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCWP's VDC Position: Q2 2022 in Review

TCWP sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2022, closing a stake of 44 shares — an estimated $8K sold.

TCWP first reported a position in VDC in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 502 funds tracked by Wall St. Rank hold VDC as of Q2 2022.

TCWP reported no remaining Vanguard Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 44 Vanguard Consumer Staples ETF shares in Q2 2022, an estimated $8K.
TCWP first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and held it in 1 quarter.
TCWP's Vanguard Consumer Staples ETF position peaked at $8K in Q1 2022.
502 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.