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

Liberty 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
Q4 		– Sell
-79
Closed -$13K – 1077
2020
Q3 		$13K Buy
+79
New +$12.7K 0.01% 480

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Liberty Wealth Management's VDC Position: Q4 2020 in Review

Liberty Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2020, closing a stake of 79 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in VDC in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 409 funds tracked by Wall St. Rank hold VDC as of Q4 2020.

  • Liberty Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 79 Vanguard Consumer Staples ETF shares in Q4 2020, an estimated $13K.
  • Liberty Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q3 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Vanguard Consumer Staples ETF position peaked at $13K in Q3 2020.
  • 409 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.