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Your Advocates Ltd’s Vanguard Consumer Staples ETF VDC Stock Holding History

Your Advocates Ltd’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
Q4 		– Sell
-10
Closed -$1.83K – 285
2023
Q3 		$1.83K Buy
+10
New +$1.93K ﹤0.01% 202
2023
Q2 		– Sell
-5
Closed -$968 – 290
2023
Q1 		$968 Hold
5
– – ﹤0.01% 201
2022
Q4 		$958 Hold
5
– – ﹤0.01% 182
2022
Q3 		$1K Buy
+5
New +$944 ﹤0.01% 187

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Your Advocates Ltd's VDC Position: Q4 2023 in Review

Your Advocates Ltd sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2023, closing a stake of 10 shares — an estimated $1.83K sold.

Your Advocates Ltd first reported a position in VDC in Q3 2022 and held it in 4 quarters. The position peaked at $1.83K in Q3 2023. 552 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

  • Your Advocates Ltd reported no remaining Vanguard Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 10 Vanguard Consumer Staples ETF shares in Q4 2023, an estimated $1.83K.
  • Your Advocates Ltd first reported a position in Vanguard Consumer Staples ETF in Q3 2022 and held it in 4 quarters.
  • Your Advocates Ltd's Vanguard Consumer Staples ETF position peaked at $1.83K in Q3 2023.
  • 552 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.