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

BerganKDV 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
2020 Q2	–	Sell	-113	Closed	-$16K	–	1102
2020 Q1	$16K	Buy	113 +25	+28%	+$3.85K	﹤0.01%	446
2019 Q4	$14K	Hold	88	–	–	﹤0.01%	494
2019 Q3	$14K	Hold	88	–	–	﹤0.01%	475
2019 Q2	$13K	Hold	88	–	–	﹤0.01%	489
2019 Q1	$13K	Hold	88	–	–	﹤0.01%	496
2018 Q4	$12K	Buy	+88	New	+$12.3K	﹤0.01%	459

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

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

MFG

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

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

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

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

BerganKDV Wealth Management's VDC Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2020, closing a stake of 113 shares — an estimated $16K sold.

BerganKDV Wealth Management first reported a position in VDC in Q4 2018 and held it in 6 quarters. The position peaked at $16K in Q1 2020. 362 funds tracked by Wall St. Rank hold VDC as of Q2 2020.

BerganKDV Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 113 Vanguard Consumer Staples ETF shares in Q2 2020, an estimated $16K.
BerganKDV Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's Vanguard Consumer Staples ETF position peaked at $16K in Q1 2020.
362 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.