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Sowell Financial Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Sowell Financial Services’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
-315
Closed -$58K – 2641
2021
Q1 		$58K Buy
315
+305
+3,050% +$52.3K ﹤0.01% 1597
2020
Q4 		$2K Buy
+10
New +$1.7K ﹤0.01% 2504
2020
Q3 		– Sell
-321
Closed -$48K – 2718
2020
Q2 		$48K Buy
+321
New +$47.6K ﹤0.01% 1170
2020
Q1 		– Sell
-36
Closed -$6K – 2699
2019
Q4 		$6K Sell
36
-35
-49% -$5.5K ﹤0.01% 1870
2019
Q3 		$11K Buy
+71
New +$10.9K ﹤0.01% 1512

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BCMIO
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MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's VDC Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2021, closing a stake of 315 shares — an estimated $58K sold.

Sowell Financial Services first reported a position in VDC in Q3 2019 and held it in 5 quarters. The position peaked at $58K in Q1 2021. 398 funds tracked by Wall St. Rank hold VDC as of Q2 2021.

  • Sowell Financial Services reported no remaining Vanguard Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 315 Vanguard Consumer Staples ETF shares in Q2 2021, an estimated $58K.
  • Sowell Financial Services first reported a position in Vanguard Consumer Staples ETF in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Vanguard Consumer Staples ETF position peaked at $58K in Q1 2021.
  • 398 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.