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

Alera 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
2019
Q2 		– Sell
-3
Closed – – 968
2019
Q1 		$0 Sell
3
-25
-89% -$3.47K ﹤0.01% 1337
2018
Q4 		$4K Buy
+28
New +$3.92K ﹤0.01% 662

Other funds holding VDC

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alera Investment Advisors's VDC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2019, closing a stake of 3 shares.

Alera Investment Advisors first reported a position in VDC in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 294 funds tracked by Wall St. Rank hold VDC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 3 Vanguard Consumer Staples ETF shares in Q2 2019.
  • Alera Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Vanguard Consumer Staples ETF position peaked at $4K in Q4 2018.
  • 294 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.