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Financial Gravity Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-30
Closed -$4 – 877
2020
Q1 		$4 Buy
+30
New +$4.62K ﹤0.01% 1070
2019
Q4 		– Sell
-11
Closed -$2K – 1707
2019
Q3 		$2K Buy
11
+3
+38% +$461 ﹤0.01% 930
2019
Q2 		$1K Hold
8
– – ﹤0.01% 1137
2019
Q1 		$1K Buy
+8
New +$1.11K ﹤0.01% 1209

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

Financial Gravity Asset Management's VDC Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2020, closing a stake of 30 shares — an estimated $4 sold.

Financial Gravity Asset Management first reported a position in VDC in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 362 funds tracked by Wall St. Rank hold VDC as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining Vanguard Consumer Staples ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 30 Vanguard Consumer Staples ETF shares in Q2 2020, an estimated $4.
  • Financial Gravity Asset Management first reported a position in Vanguard Consumer Staples ETF in Q1 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's Vanguard Consumer Staples ETF position peaked at $2K in Q3 2019.
  • 362 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.