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RPG Investment Advisory’s Vanguard Consumer Staples ETF VDC Stock Holding History

RPG Investment Advisory’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
2020
Q3 		– Sell
-140
Closed -$21K – 344
2020
Q2 		$21K Hold
140
– – 0.01% 137
2020
Q1 		$19K Hold
140
– – 0.01% 133
2019
Q4 		$23K Buy
+140
New +$22K 0.01% 132

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPG Investment Advisory's VDC Position: Q3 2020 in Review

RPG Investment Advisory sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2020, closing a stake of 140 shares — an estimated $21K sold.

RPG Investment Advisory first reported a position in VDC in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 372 funds tracked by Wall St. Rank hold VDC as of Q3 2020.

  • RPG Investment Advisory reported no remaining Vanguard Consumer Staples ETF position as of Q3 2020 after selling out during the quarter.
  • RPG Investment Advisory sold 140 Vanguard Consumer Staples ETF shares in Q3 2020, an estimated $21K.
  • RPG Investment Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 3 quarters.
  • RPG Investment Advisory's Vanguard Consumer Staples ETF position peaked at $23K in Q4 2019.
  • 372 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2020.

Based on RPG Investment Advisory's 13F filing for Q3 2020, filed 6 Nov 2020.