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
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's VDC Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2019, closing a stake of 11 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in VDC in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 343 funds tracked by Wall St. Rank hold VDC as of Q4 2019.

Financial Gravity Asset Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 11 Vanguard Consumer Staples ETF shares in Q4 2019, an estimated $2K.
Financial Gravity Asset Management first reported a position in Vanguard Consumer Staples ETF in Q1 2019 and held it in 3 quarters.
Financial Gravity Asset Management's Vanguard Consumer Staples ETF position peaked at $2K in Q3 2019.
343 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.