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WealthPLAN Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-50
Closed -$9.81K – 1137
2023
Q2 		$9.81K Hold
50
– – ﹤0.01% 795
2023
Q1 		$9.76K Buy
+50
New +$9.48K ﹤0.01% 870
2015
Q4 		$33.6K Buy
+780
New +$99.5K 0.01% 733
2015
Q2 		$32K Sell
260
-182
-41% -$23.1K 0.01% 220
2015
Q1 		$56K Buy
+442
New +$55.9K 0.03% 228

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
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
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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's VDC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2023, closing a stake of 50 shares — an estimated $9.81K sold.

WealthPLAN Partners first reported a position in VDC in Q1 2015 and held it in 5 quarters. The position peaked at $56K in Q1 2015. 545 funds tracked by Wall St. Rank hold VDC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Vanguard Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 50 Vanguard Consumer Staples ETF shares in Q3 2023, an estimated $9.81K.
  • WealthPLAN Partners first reported a position in Vanguard Consumer Staples ETF in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Vanguard Consumer Staples ETF position peaked at $56K in Q1 2015.
  • 545 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.