20/20 Capital Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

20/20 Capital Management’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$1.26M	Sell	6,883 -271	-4%	-$49.5K	0.33%	62
2021 Q1	$1.27M	Sell	7,154 -238	-3%	-$40.8K	0.37%	60
2020 Q4	$1.25M	Sell	7,392 -276	-4%	-$46.8K	0.36%	63
2020 Q3	$1.25M	Sell	7,668 -207	-3%	-$33.3K	0.47%	47
2020 Q2	$1.28M	Buy	7,875 +284	+4%	+$42.1K	0.49%	43
2020 Q1	$1.1M	Sell	7,591 -1,170	-13%	-$180K	0.49%	42
2019 Q4	$1.43M	Buy	+8,761	New	+$1.38M	0.58%	39

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

20/20 Capital Management's VDC Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 3.8% in Q2 2021, selling an estimated $49.5K and leaving 6,883 shares worth $1.26M. The position accounts for 0.33% of the portfolio, ranked #62.

20/20 Capital Management first reported a position in VDC in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.43M in Q4 2019. 398 funds tracked by Wall St. Rank hold VDC as of Q2 2021.

20/20 Capital Management held 6,883 shares of Vanguard Consumer Staples ETF worth $1.26M as of Q2 2021.
20/20 Capital Management sold 271 Vanguard Consumer Staples ETF shares in Q2 2021, an estimated $49.5K.
Vanguard Consumer Staples ETF made up 0.33% of 20/20 Capital Management's portfolio in Q2 2021, its #62 holding.
20/20 Capital Management first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Vanguard Consumer Staples ETF position peaked at $1.43M in Q4 2019.
398 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.