Mid Atlantic Financial Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$541K	Sell	3,020 -129	-4%	-$23.9K	0.04%	432
2021 Q2	$575K	Sell	3,149 -14	-0.4%	-$2.56K	0.04%	423
2021 Q1	$564K	Buy	3,163 +6	+0.2%	+$1.03K	0.04%	393
2020 Q4	$549K	Buy	3,157 +230	+8%	+$39K	0.04%	363
2020 Q3	$487K	Sell	2,927 -304	-9%	-$49K	0.04%	365
2020 Q2	$483K	Buy	3,231 +284	+10%	+$42.1K	0.05%	343
2020 Q1	$406K	Buy	2,947 +267	+10%	+$41.1K	0.05%	355
2019 Q4	$432K	Buy	2,680 +3	+0.1%	+$471	0.04%	432
2019 Q3	$419K	Sell	2,677 -239	-8%	-$36.7K	0.04%	404
2019 Q2	$434K	Buy	2,916 +420	+17%	+$61.9K	0.05%	410
2019 Q1	$362K	Sell	2,496 -67	-3%	-$9.3K	0.04%	459
2018 Q4	$336K	Buy	+2,563	New	+$359K	0.04%	444

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Mid Atlantic Financial Management's VDC Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 4.1% in Q3 2021, selling an estimated $23.9K and leaving 3,020 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #432.

Mid Atlantic Financial Management first reported a position in VDC in Q4 2018 and has held it in 12 quarters since. The position peaked at $575K in Q2 2021. 400 funds tracked by Wall St. Rank hold VDC as of Q3 2021.

Mid Atlantic Financial Management held 3,020 shares of Vanguard Consumer Staples ETF worth $541K as of Q3 2021.
Mid Atlantic Financial Management sold 129 Vanguard Consumer Staples ETF shares in Q3 2021, an estimated $23.9K.
Vanguard Consumer Staples ETF made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #432 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Vanguard Consumer Staples ETF position peaked at $575K in Q2 2021.
400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.