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Verus Financial Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Verus Financial Partners’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
Q4 		– Sell
-1,959
Closed -$350K – 106
2022
Q3 		$350K Buy
+1,959
New +$370K 0.05% 68

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CFGSD
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Verus Financial Partners's VDC Position: Q4 2022 in Review

Verus Financial Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2022, closing a stake of 1,959 shares — an estimated $350K sold.

Verus Financial Partners first reported a position in VDC in Q3 2022 and held it in 1 quarter. The position peaked at $350K in Q3 2022. 544 funds tracked by Wall St. Rank hold VDC as of Q4 2022.

  • Verus Financial Partners reported no remaining Vanguard Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Verus Financial Partners sold 1,959 Vanguard Consumer Staples ETF shares in Q4 2022, an estimated $350K.
  • Verus Financial Partners first reported a position in Vanguard Consumer Staples ETF in Q3 2022 and held it in 1 quarter.
  • Verus Financial Partners's Vanguard Consumer Staples ETF position peaked at $350K in Q3 2022.
  • 544 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2022.

Based on Verus Financial Partners's 13F filing for Q4 2022, filed 1 Feb 2023.