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Goldstein Munger & Associates’s Vanguard Consumer Staples ETF VDC Stock Holding History

Goldstein Munger & Associates’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
-6,481
Closed -$1.13M – 39
2020
Q4 		$1.13M Sell
6,481
-12,191
-65% -$2.07M 0.33% 22
2020
Q3 		$3.05M Buy
18,672
+1,281
+7% +$206K 1.02% 15
2020
Q2 		$2.6M Buy
+17,391
New +$2.58M 0.98% 16

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldstein Munger & Associates's VDC Position: Q1 2021 in Review

Goldstein Munger & Associates sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2021, closing a stake of 6,481 shares — an estimated $1.13M sold.

Goldstein Munger & Associates first reported a position in VDC in Q2 2020 and held it in 3 quarters. The position peaked at $3.05M in Q3 2020. 400 funds tracked by Wall St. Rank hold VDC as of Q1 2021.

  • Goldstein Munger & Associates reported no remaining Vanguard Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
  • Goldstein Munger & Associates sold 6,481 Vanguard Consumer Staples ETF shares in Q1 2021, an estimated $1.13M.
  • Goldstein Munger & Associates first reported a position in Vanguard Consumer Staples ETF in Q2 2020 and held it in 3 quarters.
  • Goldstein Munger & Associates's Vanguard Consumer Staples ETF position peaked at $3.05M in Q3 2020.
  • 400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2021.

Based on Goldstein Munger & Associates's 13F filing for Q1 2021, filed 27 Apr 2021.