Seven Springs Wealth Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Seven Springs Wealth Group’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	–	Sell	-106	Closed	-$19K	–	135
2021 Q1	$19K	Hold	106	–	–	0.01%	105
2020 Q4	$18K	Hold	106	–	–	0.01%	104
2020 Q3	$17K	Hold	106	–	–	0.01%	102
2020 Q2	$16K	Hold	106	–	–	0.01%	102
2020 Q1	$15K	Hold	106	–	–	0.01%	101
2019 Q4	$17K	Buy	+106	New	+$16.6K	0.01%	136

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

Seven Springs Wealth Group's VDC Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2021, closing a stake of 106 shares — an estimated $19K sold.

Seven Springs Wealth Group first reported a position in VDC in Q4 2019 and held it in 6 quarters. The position peaked at $19K in Q1 2021. 398 funds tracked by Wall St. Rank hold VDC as of Q2 2021.

Seven Springs Wealth Group reported no remaining Vanguard Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 106 Vanguard Consumer Staples ETF shares in Q2 2021, an estimated $19K.
Seven Springs Wealth Group first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's Vanguard Consumer Staples ETF position peaked at $19K in Q1 2021.
398 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.