FP
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Fiduciary Planning’s Vanguard Consumer Staples ETF VDC Stock Holding History

Fiduciary Planning’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
-90
Closed -$16K – 256
2021
Q1 		$16K Sell
90
-32,320
-100% -$5.55M 0.02% 126
2020
Q4 		$5.64M Buy
+32,410
New +$5.5M 7.94% 1

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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiduciary Planning's VDC Position: Q2 2021 in Review

Fiduciary Planning sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2021, closing a stake of 90 shares — an estimated $16K sold.

Fiduciary Planning first reported a position in VDC in Q4 2020 and held it in 2 quarters. The position peaked at $5.64M in Q4 2020. 398 funds tracked by Wall St. Rank hold VDC as of Q2 2021.

  • Fiduciary Planning reported no remaining Vanguard Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 90 Vanguard Consumer Staples ETF shares in Q2 2021, an estimated $16K.
  • Fiduciary Planning first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 2 quarters.
  • Fiduciary Planning's Vanguard Consumer Staples ETF position peaked at $5.64M in Q4 2020.
  • 398 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.