Berman Capital Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Berman Capital 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
2021 Q3	–	Sell	-1,014	Closed	-$185K	–	2236
2021 Q2	$185K	Hold	1,014	–	–	0.03%	250
2021 Q1	$180K	Hold	1,014	–	–	0.04%	201
2020 Q4	$176K	Hold	1,014	–	–	0.04%	182
2020 Q3	$165K	Buy	1,014 +6	+0.6%	+$966	0.05%	168
2020 Q2	$150K	Buy	+1,008	New	+$149K	0.04%	174
2019 Q1	–	Sell	-99	Closed	-$12K	–	1486
2018 Q4	$12K	Buy	+99	New	+$13.9K	﹤0.01%	479

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Berman Capital Advisors's VDC Position: Q3 2021 in Review

Berman Capital Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2021, closing a stake of 1,014 shares — an estimated $185K sold.

Berman Capital Advisors first reported a position in VDC in Q4 2018 and held it in 6 quarters. The position peaked at $185K in Q2 2021. 400 funds tracked by Wall St. Rank hold VDC as of Q3 2021.

Berman Capital Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 1,014 Vanguard Consumer Staples ETF shares in Q3 2021, an estimated $185K.
Berman Capital Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and held it in 6 quarters.
Berman Capital Advisors's Vanguard Consumer Staples ETF position peaked at $185K in Q2 2021.
400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.