Financial Advocates Investment Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Financial Advocates Investment 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
2022 Q2	–	Sell	-1,427	Closed	-$280K	–	791
2022 Q1	$280K	Sell	1,427 -13	-0.9%	-$2.53K	0.02%	596
2021 Q4	$288K	Hold	1,440	–	–	0.02%	644
2021 Q3	$258K	Sell	1,440 -2	-0.1%	-$370	0.02%	641
2021 Q2	$263K	Sell	1,442 -262	-15%	-$47.9K	0.02%	632
2021 Q1	$288K	Sell	1,704 -171	-9%	-$29.3K	0.02%	618
2020 Q4	$326K	Sell	1,875 -272	-13%	-$46.1K	0.02%	544
2020 Q3	$350K	Buy	2,147 +17	+0.8%	+$2.74K	0.03%	446
2020 Q2	$319K	Buy	2,130 +389	+22%	+$57.7K	0.03%	453
2020 Q1	$240K	Buy	+1,741	New	+$268K	0.03%	401

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's VDC Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2022, closing a stake of 1,427 shares — an estimated $280K sold.

Financial Advocates Investment Management first reported a position in VDC in Q1 2020 and held it in 9 quarters. The position peaked at $350K in Q3 2020. 503 funds tracked by Wall St. Rank hold VDC as of Q2 2022.

Financial Advocates Investment Management reported no remaining Vanguard Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 1,427 Vanguard Consumer Staples ETF shares in Q2 2022, an estimated $280K.
Financial Advocates Investment Management first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and held it in 9 quarters.
Financial Advocates Investment Management's Vanguard Consumer Staples ETF position peaked at $350K in Q3 2020.
503 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.