Atlas Private Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Atlas Private Wealth 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	–	Sell	-45	Closed	-$8K	–	358
2021 Q1	$8K	Hold	45	–	–	0.01%	327
2020 Q4	$8K	Hold	45	–	–	0.01%	327
2020 Q3	$7K	Hold	45	–	–	0.01%	342
2020 Q2	$7K	Hold	45	–	–	0.01%	366
2020 Q1	$6K	Sell	45 -10	-18%	-$1.54K	0.01%	359
2019 Q4	$9K	Buy	+55	New	+$8.63K	0.01%	358

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

MFG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Private Wealth Management's VDC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2021, closing a stake of 45 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in VDC in Q4 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 398 funds tracked by Wall St. Rank hold VDC as of Q2 2021.

Atlas Private Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 45 Vanguard Consumer Staples ETF shares in Q2 2021, an estimated $8K.
Atlas Private Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Vanguard Consumer Staples ETF position peaked at $9K in Q4 2019.
398 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.