Advantage Investment Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Advantage Investment Management’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 Q4	–	Sell	-50	Closed	-$7K	–	1083
2018 Q3	$7K	Hold	50	–	–	﹤0.01%	803
2018 Q2	$7K	Hold	50	–	–	0.01%	719
2018 Q1	$7K	Hold	50	–	–	﹤0.01%	747
2017 Q4	$7K	Hold	50	–	–	﹤0.01%	769
2017 Q3	$7K	Hold	50	–	–	﹤0.01%	775
2017 Q2	$7K	Sell	50 -50	-50%	-$7.15K	﹤0.01%	781
2017 Q1	$14K	Hold	100	–	–	0.01%	622
2016 Q4	$13K	Hold	100	–	–	﹤0.01%	588
2016 Q3	$14K	Hold	100	–	–	0.01%	567
2016 Q2	$14K	Buy	+100	New	+$13.6K	0.01%	533
2015 Q2	–	Sell	-21	Closed	-$3K	–	918
2015 Q1	$3K	Hold	21	–	–	﹤0.01%	754
2014 Q4	$3K	Buy	+21	New	+$2.58K	﹤0.01%	679

Other funds holding VDC

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return