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Vanguard Consumer Staples ETF shares owned by PRW Wealth Management

Quarter-by-quarter ownership of Vanguard Consumer Staples ETF (VDC) shares owned by PRW Wealth Management from 13F filings

Historical chart of PRW Wealth Management investment in Vanguard Consumer Staples ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Consumer Staples ETF held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Consumer Staples ETF by PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $297k 1.7k 178.95
2023-06-30 $3.3M 15k 227.15
2023-03-31 $278k 1.4k 200.52
2022-09-30 $238k 1.4k 171.59
2022-06-30 $280k 1.5k 185.55
2022-03-31 $276k 1.4k 196.44
2021-12-31 $220k 1.1k 200.00

More positions owned by PRW Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW Wealth Management

Top funds holding Vanguard Consumer Staples ETF

Bank of America Corporation
Wellspring Financial Advisors
Beacon Capital Management
Morgan Stanley
LPL Financial
Envestnet Asset Management
Compass Financial Group
Morningstar Investment Management
Wells Fargo & Company
Green Harvest Asset Management
Cambridge Investment Research Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Empower Advisory Group
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Consumer Staples ETF