Foresight Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Foresight Wealth 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
2021 Q1	–	Sell	-1,810	Closed	-$315K	–	133
2020 Q4	$315K	Hold	1,810	–	–	0.08%	93
2020 Q3	$296K	Hold	1,810	–	–	0.1%	72
2020 Q2	$271K	Hold	1,810	–	–	0.12%	78
2020 Q1	$249K	Hold	1,810	–	–	0.17%	75
2019 Q4	$292K	Hold	1,810	–	–	0.18%	72
2019 Q3	$283K	Hold	1,810	–	–	0.2%	77
2019 Q2	$269K	Buy	+1,810	New	+$267K	0.2%	78

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

MIM

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MIS

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

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

Foresight Wealth Management's VDC Position: Q1 2021 in Review

Foresight Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2021, closing a stake of 1,810 shares — an estimated $315K sold.

Foresight Wealth Management first reported a position in VDC in Q2 2019 and held it in 7 quarters. The position peaked at $315K in Q4 2020. 400 funds tracked by Wall St. Rank hold VDC as of Q1 2021.

Foresight Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
Foresight Wealth Management sold 1,810 Vanguard Consumer Staples ETF shares in Q1 2021, an estimated $315K.
Foresight Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2019 and held it in 7 quarters.
Foresight Wealth Management's Vanguard Consumer Staples ETF position peaked at $315K in Q4 2020.
400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2021.

Based on Foresight Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.