Wagner Wealth Management (South Carolina)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Wagner Wealth Management (South Carolina)’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	-319	Closed	-$62K	–	726
2022 Q1	$62K	Hold	319	–	–	0.04%	152
2021 Q4	$64K	Hold	319	–	–	0.05%	221
2021 Q3	$59K	Hold	319	–	–	0.05%	227
2021 Q2	$58K	Hold	319	–	–	0.04%	236
2021 Q1	$57K	Hold	319	–	–	0.04%	217
2020 Q4	$55K	Buy	+319	New	+$54.1K	0.05%	136
2018 Q3	$45K	Hold	319	–	–	0.03%	261
2018 Q2	$43K	Buy	+319	New	+$42.2K	0.03%	245

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 13.96% 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

Wagner Wealth Management (South Carolina)'s VDC Position: Q2 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2022, closing a stake of 319 shares — an estimated $62K sold.

Wagner Wealth Management (South Carolina) first reported a position in VDC in Q2 2018 and held it in 8 quarters. The position peaked at $64K in Q4 2021. 503 funds tracked by Wall St. Rank hold VDC as of Q2 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 319 Vanguard Consumer Staples ETF shares in Q2 2022, an estimated $62K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard Consumer Staples ETF position peaked at $64K in Q4 2021.
503 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2022, filed 11 Aug 2022.