1834 Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

1834 Investment 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
2020 Q1	–	Sell	-89	Closed	-$14K	–	447
2019 Q4	$14K	Hold	89	–	–	﹤0.01%	357
2019 Q3	$14K	Sell	89 -222	-71%	-$34.1K	﹤0.01%	353
2019 Q2	$46K	Buy	311 +90	+41%	+$13.3K	0.01%	292
2019 Q1	$32K	Buy	221 +1	+0.5%	+$139	﹤0.01%	307
2018 Q4	$29K	Buy	220 +2	+0.9%	+$280	﹤0.01%	305
2018 Q3	$31K	Buy	218 +3	+1%	+$419	﹤0.01%	311
2018 Q2	$29K	Hold	215	–	–	﹤0.01%	314
2018 Q1	$29K	Buy	215 +1	+0.5%	+$142	0.01%	319
2017 Q4	$31K	Buy	+214	New	+$30.2K	﹤0.01%	325

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1834 Investment Advisors's VDC Position: Q1 2020 in Review

1834 Investment Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2020, closing a stake of 89 shares — an estimated $14K sold.

1834 Investment Advisors first reported a position in VDC in Q4 2017 and held it in 9 quarters. The position peaked at $46K in Q2 2019. 342 funds tracked by Wall St. Rank hold VDC as of Q1 2020.

1834 Investment Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 89 Vanguard Consumer Staples ETF shares in Q1 2020, an estimated $14K.
1834 Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and held it in 9 quarters.
1834 Investment Advisors's Vanguard Consumer Staples ETF position peaked at $46K in Q2 2019.
342 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.