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Beam Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Beam Wealth Advisors’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
2020
Q1 		– Sell
-2,016
Closed -$325K – 176
2019
Q4 		$325K Buy
+2,016
New +$316K 0.3% 104

Other funds holding VDC

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beam Wealth Advisors's VDC Position: Q1 2020 in Review

Beam Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2020, closing a stake of 2,016 shares — an estimated $325K sold.

Beam Wealth Advisors first reported a position in VDC in Q4 2019 and held it in 1 quarter. The position peaked at $325K in Q4 2019. 342 funds tracked by Wall St. Rank hold VDC as of Q1 2020.

  • Beam Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 2,016 Vanguard Consumer Staples ETF shares in Q1 2020, an estimated $325K.
  • Beam Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $325K in Q4 2019.
  • 342 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.