First Heartland Consultants’s Vanguard Consumer Staples ETF VDC Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-1,203	Closed	-$209K	–	418
2020 Q4	$209K	Sell	1,203 -71	-6%	-$12K	0.03%	324
2020 Q3	$208K	Buy	+1,274	New	+$205K	0.04%	272
2013 Q3	–	Sell	-510	Closed	-$52K	–	365
2013 Q2	$52K	Buy	+510	New	+$52.7K	0.03%	264

Other funds holding VDC

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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

First Heartland Consultants's VDC Position: Q1 2021 in Review

First Heartland Consultants sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2021, closing a stake of 1,203 shares — an estimated $209K sold.

First Heartland Consultants first reported a position in VDC in Q2 2013 and held it in 3 quarters. The position peaked at $209K in Q4 2020. 400 funds tracked by Wall St. Rank hold VDC as of Q1 2021.

First Heartland Consultants reported no remaining Vanguard Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
First Heartland Consultants sold 1,203 Vanguard Consumer Staples ETF shares in Q1 2021, an estimated $209K.
First Heartland Consultants first reported a position in Vanguard Consumer Staples ETF in Q2 2013 and held it in 3 quarters.
First Heartland Consultants's Vanguard Consumer Staples ETF position peaked at $209K in Q4 2020.
400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2021.

Based on First Heartland Consultants's 13F filing for Q1 2021, filed 17 May 2021.