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

Howard 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
2020
Q1 		– Sell
-325
Closed -$52K – 480
2019
Q4 		$52K Buy
+325
New +$51K 0.04% 197

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howard Wealth Management's VDC Position: Q1 2020 in Review

Howard Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2020, closing a stake of 325 shares — an estimated $52K sold.

Howard Wealth Management first reported a position in VDC in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 342 funds tracked by Wall St. Rank hold VDC as of Q1 2020.

  • Howard Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 325 Vanguard Consumer Staples ETF shares in Q1 2020, an estimated $52K.
  • Howard Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Vanguard Consumer Staples ETF position peaked at $52K in Q4 2019.
  • 342 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.