Number of Shares
36,322.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
3.81%
Total Estimate Gain
$890,298.78
% of Total Estimate Gain
4.80%

Weitzel Financial Services, Inc.'s Vanguard Consumer Staples ETF Holding Summary

As of 2025-03-31, Weitzel Financial Services, Inc. held 36,322.00 shares of Vanguard Consumer Staples ETF(VDC), totaling $7.99 Mil. This investment constitutes 3.81% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0.11% of the outstanding Vanguard Consumer Staples ETF(VDC) stock.

The initial trade took place in 2022Q2. And since then Weitzel Financial Services, Inc. has made 7 purchases of VDC, at an average price of $193.77, for a total of 95,740.00 shares. In addition, there have been 5 sales at an average price of $193.70 for 59,418.00 shares. Based on historical transaction data and VDC's current price of $218.39, Weitzel Financial Services, Inc.'s estimated gain on his VDC holdings is $890,298.78, reflecting a 4.80% gain to date.

Weitzel Financial Services, Inc. VDC ($218.39) Holding Chart

Weitzel Financial Services, Inc. VDC ($218.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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