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

Regent Peak 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
2021
Q1 		– Sell
-330
Closed -$57K – 953
2020
Q4 		$57K Buy
+330
New +$56K 0.02% 292

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regent Peak Wealth Advisors's VDC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2021, closing a stake of 330 shares — an estimated $57K sold.

Regent Peak Wealth Advisors first reported a position in VDC in Q4 2020 and held it in 1 quarter. The position peaked at $57K in Q4 2020. 400 funds tracked by Wall St. Rank hold VDC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 330 Vanguard Consumer Staples ETF shares in Q1 2021, an estimated $57K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $57K in Q4 2020.
  • 400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.