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Harbor Investment Advisory’s Vanguard Consumer Staples ETF VDC Stock Holding History

Harbor Investment Advisory’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
2020
Q4 		– Sell
-9
Closed -$1K – 1249
2020
Q3 		$1K Hold
9
– – ﹤0.01% 1103
2020
Q2 		$1K Hold
9
– – ﹤0.01% 1117
2020
Q1 		$1K Buy
+9
New +$1.39K ﹤0.01% 990

Other funds holding VDC

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harbor Investment Advisory's VDC Position: Q4 2020 in Review

Harbor Investment Advisory sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2020, closing a stake of 9 shares — an estimated $1K sold.

Harbor Investment Advisory first reported a position in VDC in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 409 funds tracked by Wall St. Rank hold VDC as of Q4 2020.

  • Harbor Investment Advisory reported no remaining Vanguard Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 9 Vanguard Consumer Staples ETF shares in Q4 2020, an estimated $1K.
  • Harbor Investment Advisory first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and held it in 3 quarters.
  • Harbor Investment Advisory's Vanguard Consumer Staples ETF position peaked at $1K in Q3 2020.
  • 409 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2020.

Based on Harbor Investment Advisory's 13F filing for Q4 2020, filed 4 Feb 2021.