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Ellevest Inc’s Vanguard Consumer Staples ETF VDC Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-127
Closed -$23K – 1425
2021
Q1 		$23K Buy
+127
New +$21.8K ﹤0.01% 633

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MIM
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Envestnet Asset Management
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LPL Financial
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Osaic Holdings
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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ellevest Inc's VDC Position: Q2 2021 in Review

Ellevest Inc sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2021, closing a stake of 127 shares — an estimated $23K sold.

Ellevest Inc first reported a position in VDC in Q1 2021 and held it in 1 quarter. The position peaked at $23K in Q1 2021. 398 funds tracked by Wall St. Rank hold VDC as of Q2 2021.

  • Ellevest Inc reported no remaining Vanguard Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
  • Ellevest Inc sold 127 Vanguard Consumer Staples ETF shares in Q2 2021, an estimated $23K.
  • Ellevest Inc first reported a position in Vanguard Consumer Staples ETF in Q1 2021 and held it in 1 quarter.
  • Ellevest Inc's Vanguard Consumer Staples ETF position peaked at $23K in Q1 2021.
  • 398 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.