LifePlan Financial Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

LifePlan Financial Group’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 Q3	$6K	Hold	35	–	–	﹤0.01%	467
2020 Q2	$5K	Hold	35	–	–	﹤0.01%	485
2020 Q1	$5K	Hold	35	–	–	﹤0.01%	459
2019 Q4	$6K	Hold	35	–	–	﹤0.01%	457
2019 Q3	$5K	Hold	35	–	–	﹤0.01%	466
2019 Q2	$5K	Hold	35	–	–	﹤0.01%	464
2019 Q1	$5K	Hold	35	–	–	﹤0.01%	464
2018 Q4	$5K	Hold	35	–	–	﹤0.01%	451
2018 Q3	$5K	Hold	35	–	–	﹤0.01%	450
2018 Q2	$5K	Hold	35	–	–	﹤0.01%	435
2018 Q1	$5K	Buy	+35	New	+$4.96K	﹤0.01%	422

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's VDC Position: Q3 2020 in Review

LifePlan Financial Group held its Vanguard Consumer Staples ETF (VDC) position steady in Q3 2020 at 35 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

LifePlan Financial Group first reported a position in VDC in Q1 2018 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold VDC as of Q3 2020.

LifePlan Financial Group held 35 shares of Vanguard Consumer Staples ETF worth $6K as of Q3 2020.
LifePlan Financial Group left its Vanguard Consumer Staples ETF share count unchanged in Q3 2020.
Vanguard Consumer Staples ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #467 holding.
LifePlan Financial Group first reported a position in Vanguard Consumer Staples ETF in Q1 2018 and has held it in 11 quarters since.
372 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.