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

Campbell 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
Q3 		– Sell
-349
Closed -$52K – 328
2020
Q2 		$52K Buy
+349
New +$51.7K 0.01% 152

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Campbell Wealth Management's VDC Position: Q3 2020 in Review

Campbell Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2020, closing a stake of 349 shares — an estimated $52K sold.

Campbell Wealth Management first reported a position in VDC in Q2 2020 and held it in 1 quarter. The position peaked at $52K in Q2 2020. 372 funds tracked by Wall St. Rank hold VDC as of Q3 2020.

  • Campbell Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 349 Vanguard Consumer Staples ETF shares in Q3 2020, an estimated $52K.
  • Campbell Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Vanguard Consumer Staples ETF position peaked at $52K in Q2 2020.
  • 372 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.