Lighthouse Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Lighthouse Financial Advisors’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	$865K	Sell	4,855 -336	-6%	-$57.7K	0.26%	70
2020 Q4	$902K	Buy	5,191 +45	+0.9%	+$7.63K	0.31%	71
2020 Q3	$840K	Sell	5,146 -68	-1%	-$11K	0.32%	60
2020 Q2	$779K	Buy	5,214 +100	+2%	+$14.8K	0.33%	61
2020 Q1	$704K	Sell	5,114 -209	-4%	-$32.2K	0.43%	55
2019 Q4	$858K	Buy	+5,323	New	+$836K	0.4%	54

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

MIM

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

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

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

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

Lighthouse Financial Advisors's VDC Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 6.5% in Q1 2021, selling an estimated $57.7K and leaving 4,855 shares worth $865K. The position accounts for 0.26% of the portfolio, ranked #70.

Lighthouse Financial Advisors first reported a position in VDC in Q4 2019 and has held it in 6 quarters since. The position peaked at $902K in Q4 2020. 400 funds tracked by Wall St. Rank hold VDC as of Q1 2021.

Lighthouse Financial Advisors held 4,855 shares of Vanguard Consumer Staples ETF worth $865K as of Q1 2021.
Lighthouse Financial Advisors sold 336 Vanguard Consumer Staples ETF shares in Q1 2021, an estimated $57.7K.
Vanguard Consumer Staples ETF made up 0.26% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #70 holding.
Lighthouse Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 6 quarters since.
Lighthouse Financial Advisors's Vanguard Consumer Staples ETF position peaked at $902K in Q4 2020.
400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.