ZIG
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Zullo Investment Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-400
Closed -$76.6K – 687
2022
Q4 		$76.6K Hold
400
– – 0.05% 225
2022
Q3 		$69K Hold
400
– – 0.04% 228
2022
Q2 		$74K Hold
400
– – 0.05% 235
2022
Q1 		$78K Hold
400
– – 0.04% 250
2021
Q4 		$80K Buy
+400
New +$75.4K 0.04% 249

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Zullo Investment Group's VDC Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2023, closing a stake of 400 shares — an estimated $76.6K sold.

Zullo Investment Group first reported a position in VDC in Q4 2021 and held it in 5 quarters. The position peaked at $80K in Q4 2021. 538 funds tracked by Wall St. Rank hold VDC as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 400 Vanguard Consumer Staples ETF shares in Q1 2023, an estimated $76.6K.
  • Zullo Investment Group first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Consumer Staples ETF position peaked at $80K in Q4 2021.
  • 538 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.