Novak Financial Planning’s Vanguard Consumer Staples ETF VDC Stock Holding History

Novak Financial Planning’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 Q2	$326K	Buy	1,784 +6	+0.3%	+$1.1K	0.16%	100
2021 Q1	$317K	Buy	1,778 +6	+0.3%	+$1.03K	0.17%	98
2020 Q4	$308K	Buy	+1,772	New	+$301K	0.18%	90

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Novak Financial Planning's VDC Position: Q2 2021 in Review

Novak Financial Planning increased its Vanguard Consumer Staples ETF (VDC) stake by 0.34% in Q2 2021, buying an estimated $1.1K and bringing the position to 1,784 shares worth $326K. The position accounts for 0.16% of the portfolio, ranked #100.

Novak Financial Planning first reported a position in VDC in Q4 2020 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold VDC as of Q2 2021.

Novak Financial Planning held 1,784 shares of Vanguard Consumer Staples ETF worth $326K as of Q2 2021.
Novak Financial Planning bought 6 Vanguard Consumer Staples ETF shares in Q2 2021, an estimated $1.1K.
Vanguard Consumer Staples ETF made up 0.16% of Novak Financial Planning's portfolio in Q2 2021, its #100 holding.
Novak Financial Planning first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 3 quarters since.
398 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.