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Meridian Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Meridian Wealth 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
2019
Q1 		– Sell
-86
Closed -$11K – 378
2018
Q4 		$11K Buy
+86
New +$12.1K 0.01% 397

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Meridian Wealth Advisors's VDC Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2019, closing a stake of 86 shares — an estimated $11K sold.

Meridian Wealth Advisors first reported a position in VDC in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 301 funds tracked by Wall St. Rank hold VDC as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 86 Vanguard Consumer Staples ETF shares in Q1 2019, an estimated $11K.
  • Meridian Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $11K in Q4 2018.
  • 301 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.