Acorn Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Acorn Wealth 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
2018 Q3	–	Sell	-255	Closed	-$34K	–	426
2018 Q2	$34K	Hold	255	–	–	0.03%	324
2018 Q1	$34K	Buy	+255	New	+$36.2K	0.03%	323

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Acorn Wealth Advisors's VDC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2018, closing a stake of 255 shares — an estimated $34K sold.

Acorn Wealth Advisors first reported a position in VDC in Q1 2018 and held it in 2 quarters. The position peaked at $34K in Q2 2018. 253 funds tracked by Wall St. Rank hold VDC as of Q3 2018.

Acorn Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 255 Vanguard Consumer Staples ETF shares in Q3 2018, an estimated $34K.
Acorn Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2018 and held it in 2 quarters.
Acorn Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $34K in Q2 2018.
253 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.