Strategic Wealth Management Group, LLC VDC Holdings History
Strategic Wealth Management Group, LLC's Vanguard Consumer Staples ETF Holding Summary
As of 2021-06-30, Strategic Wealth Management Group, LLC held 59,983.00 shares of Vanguard Consumer Staples ETF(VDC), totaling $10.95 Mil. This investment constitutes 4% of their stock portfolio, and Strategic Wealth Management Group, LLC now holds 0.17% of the outstanding Vanguard Consumer Staples ETF(VDC) stock.
The initial trade took place in 2018Q4. And since then Strategic Wealth Management Group, LLC has made 5 purchases of VDC, at an average price of $141.14, for a total of 72,168.00 shares. In addition, there have been 5 sales at an average price of $155.51 for 12,185.00 shares. Based on historical transaction data and VDC's current price of $218.61, Strategic Wealth Management Group, LLC's estimated gain on his VDC holdings is $4.82 Mil, reflecting a 47.34% gain to date.
Strategic Wealth Management Group, LLC VDC ($218.61) Holding Chart
Strategic Wealth Management Group, LLC VDC ($218.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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