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

633

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$728 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$170 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

$148 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
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Doyle Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Doyle Wealth Management with notifications on news.