Aevitas Wealth Management, Inc. Vanguard Consumer Staples ETF Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$185.1 - $200.92 $729,479 - $791,825	-3,941 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$179.09 - $199.88 $179 - $199	-1 Reduced 0.03%	3,941 $788,000
Q2 2021 Jul 22, 2021	BUY	$177.72 - $186.68 $10,307 - $10,827	58 Added 1.49%	3,942 $720,000
Q1 2021 Apr 29, 2021	BUY	$165.49 - $180.21 $1,323 - $1,441	8 Added 0.21%	3,884 $692,000
Q4 2020 Jan 19, 2021	BUY	$159.52 - $175.0 $2,073 - $2,275	13 Added 0.34%	3,876 $674,000
Q3 2020 Oct 22, 2020	SELL	$149.59 - $170.43 $4,786 - $5,453	-32 Reduced 0.82%	3,863 $631,000
Q2 2020 Jul 29, 2020	BUY	$134.79 - $156.24 $42,189 - $48,903	313 Added 8.74%	3,895 $583,000
Q1 2020 Apr 16, 2020	BUY	$122.65 - $164.89 $439,332 - $590,635	3,582 New	3,582 $494,000
Q2 2019 Jul 26, 2019	SELL	N/A	-506 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	2 Added 0.4%	506 $73,000
Q4 2018 Feb 14, 2019	BUY	N/A	504 New	504 $66,000

Others Institutions Holding VDC

# of Institutions

633

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$727 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$169 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$157 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$147 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$141 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
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