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

Ten Capital 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	-80	Closed	-$15.5K	–	520
2023 Q1	$15.5K	Hold	80	–	–	0.01%	323
2022 Q4	$15.3K	Buy	80 +74	+1,233%	+$13.9K	0.01%	274
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	541
2022 Q2	$1K	Buy	+6	New	+$1.16K	﹤0.01%	446
2021 Q3	–	Sell	-108	Closed	-$20K	–	504
2021 Q2	$20K	Sell	108 -107	-50%	-$19.6K	﹤0.01%	251
2021 Q1	$38K	Sell	215 -21	-9%	-$3.6K	0.01%	187
2020 Q4	$41K	Buy	+236	New	+$40K	0.01%	180

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

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

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ten Capital Wealth Advisors's VDC Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2023, closing a stake of 80 shares — an estimated $15.5K sold.

Ten Capital Wealth Advisors first reported a position in VDC in Q4 2020 and held it in 7 quarters. The position peaked at $41K in Q4 2020. 538 funds tracked by Wall St. Rank hold VDC as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 80 Vanguard Consumer Staples ETF shares in Q2 2023, an estimated $15.5K.
Ten Capital Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 7 quarters.
Ten Capital Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $41K in Q4 2020.
538 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.