Doyle Wealth Management Vanguard Consumer Staples ETF Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$179.22 - $189.21 $208,074 - $219,672	-1,161 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$177.72 - $186.68 $177 - $186	1 Added 0.09%	1,161 $212,000
Q1 2021 May 07, 2021	SELL	$165.49 - $180.21 $7,778 - $8,469	-47 Reduced 3.89%	1,160 $207,000
Q4 2020 Feb 04, 2021	BUY	$159.52 - $175.0 $192,540 - $211,225	1,207 New	1,207 $210,000
Q1 2020 Apr 29, 2020	SELL	$122.65 - $164.89 $161,407 - $216,995	-1,316 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$153.01 - $161.92 $612 - $647	4 Added 0.3%	1,316 $212,000
Q2 2019 Aug 15, 2019	BUY	N/A	1,312 New	1,312 $195,000
Q1 2019 May 13, 2019	SELL	N/A	-1,078 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	1,078 New	1,078 $141,000

Others Institutions Holding VDC

# of Institutions

630

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$733 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$171 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$158 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$142 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
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