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

Western Pacific 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
Q3 		– Sell
-1,000
Closed -$185K – 255
2022
Q2 		$185K Hold
1,000
– – 0.18% 27
2022
Q1 		$195K Hold
1,000
– – 0.14% 35
2021
Q4 		$199K Buy
+1,000
New +$188K 0.13% 38

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Western Pacific Wealth Management's VDC Position: Q3 2022 in Review

Western Pacific Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2022, closing a stake of 1,000 shares — an estimated $185K sold.

Western Pacific Wealth Management first reported a position in VDC in Q4 2021 and held it in 3 quarters. The position peaked at $199K in Q4 2021. 486 funds tracked by Wall St. Rank hold VDC as of Q3 2022.

  • Western Pacific Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,000 Vanguard Consumer Staples ETF shares in Q3 2022, an estimated $185K.
  • Western Pacific Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 3 quarters.
  • Western Pacific Wealth Management's Vanguard Consumer Staples ETF position peaked at $199K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2022.

Based on Western Pacific Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.