USAdvisors Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

USAdvisors Wealth Management’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	-1,029	Closed	-$202K	–	124
2022 Q1	$202K	Sell	1,029 -71	-6%	-$13.8K	0.09%	120
2021 Q4	$220K	Sell	1,100 -84	-7%	-$15.8K	0.09%	115
2021 Q3	$212K	Buy	1,184 +1	+0.1%	+$185	0.09%	106
2021 Q2	$216K	Sell	1,183 -41	-3%	-$7.49K	0.12%	100
2021 Q1	$218K	Sell	1,224 -6	-0.5%	-$1.03K	0.11%	102
2020 Q4	$214K	Buy	+1,230	New	+$209K	0.1%	86
2020 Q1	–	Sell	-1,364	Closed	-$220K	–	96
2019 Q4	$220K	Buy	+1,364	New	+$214K	0.11%	79
2019 Q3	–	Sell	-1,585	Closed	-$236	–	64
2019 Q2	$236	Buy	+1,585	New	+$234K	0.1%	49
2018 Q1	–	Sell	-1,402	Closed	-$205K	–	72
2017 Q4	$205K	Buy	+1,402	New	+$198K	0.18%	57

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

USAdvisors Wealth Management's VDC Position: Q2 2022 in Review

USAdvisors Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2022, closing a stake of 1,029 shares — an estimated $202K sold.

USAdvisors Wealth Management first reported a position in VDC in Q4 2017 and held it in 9 quarters. The position peaked at $220K in Q4 2021. 502 funds tracked by Wall St. Rank hold VDC as of Q2 2022.

USAdvisors Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 1,029 Vanguard Consumer Staples ETF shares in Q2 2022, an estimated $202K.
USAdvisors Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and held it in 9 quarters.
USAdvisors Wealth Management's Vanguard Consumer Staples ETF position peaked at $220K in Q4 2021.
502 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2022.

Based on USAdvisors Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.