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

Burt 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
Q2 		– Sell
-66
Closed -$9K – 443
2020
Q1 		$9K Buy
+66
New +$10.2K ﹤0.01% 275

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Burt Wealth Advisors's VDC Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2020, closing a stake of 66 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in VDC in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 362 funds tracked by Wall St. Rank hold VDC as of Q2 2020.

  • Burt Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 66 Vanguard Consumer Staples ETF shares in Q2 2020, an estimated $9K.
  • Burt Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $9K in Q1 2020.
  • 362 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.