Glovista Investments’s Vanguard Consumer Staples ETF VDC Stock Holding History

Glovista Investments’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	-1,200	Closed	-$209K	–	124
2020 Q4	$209K	Sell	1,200 -1,600	-57%	-$271K	0.07%	111
2020 Q3	$458K	Hold	2,800	–	–	0.16%	79
2020 Q2	$419K	Buy	+2,800	New	+$415K	0.16%	63
2018 Q3	–	Sell	-7,486	Closed	-$1M	–	117
2018 Q2	$1M	Buy	+7,486	New	+$991K	0.25%	56

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 13.96% 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

Glovista Investments's VDC Position: Q1 2021 in Review

Glovista Investments sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2021, closing a stake of 1,200 shares — an estimated $209K sold.

Glovista Investments first reported a position in VDC in Q2 2018 and held it in 4 quarters. The position peaked at $1M in Q2 2018. 400 funds tracked by Wall St. Rank hold VDC as of Q1 2021.

Glovista Investments reported no remaining Vanguard Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
Glovista Investments sold 1,200 Vanguard Consumer Staples ETF shares in Q1 2021, an estimated $209K.
Glovista Investments first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and held it in 4 quarters.
Glovista Investments's Vanguard Consumer Staples ETF position peaked at $1M in Q2 2018.
400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2021.

Based on Glovista Investments's 13F filing for Q1 2021, filed 17 May 2021.