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Wealth Quarterback’s Vanguard Consumer Staples ETF VDC Stock Holding History

Wealth Quarterback’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
2021
Q3 		$27K Hold
151
– – 0.02% 321
2021
Q2 		$28K Buy
+151
New +$27.6K 0.02% 307
2020
Q2 		– Sell
-31
Closed -$4.22K – 745
2020
Q1 		$4.22K Sell
31
-7,720
-100% -$1.19M ﹤0.01% 647
2019
Q4 		$23.2K Buy
+7,751
New +$1.22M 0.02% 327

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Wealth Quarterback's VDC Position: Q3 2021 in Review

Wealth Quarterback held its Vanguard Consumer Staples ETF (VDC) position steady in Q3 2021 at 151 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #321.

Wealth Quarterback first reported a position in VDC in Q4 2019 and has held it in 4 quarters since. The position peaked at $28K in Q2 2021. 400 funds tracked by Wall St. Rank hold VDC as of Q3 2021.

  • Wealth Quarterback held 151 shares of Vanguard Consumer Staples ETF worth $27K as of Q3 2021.
  • Wealth Quarterback left its Vanguard Consumer Staples ETF share count unchanged in Q3 2021.
  • Vanguard Consumer Staples ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #321 holding.
  • Wealth Quarterback first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Vanguard Consumer Staples ETF position peaked at $28K in Q2 2021.
  • 400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.