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

ARS 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 Q2	–	Sell	-1,821	Closed	-$248K	–	117
2018 Q1	$248K	Sell	1,821 -1,569	-46%	-$222K	0.09%	100
2017 Q4	$495K	Sell	3,390 -4,438	-57%	-$626K	0.18%	71
2017 Q3	$1.08M	Buy	7,828 +377	+5%	+$53.1K	0.42%	48
2017 Q2	$1.05M	Buy	7,451 +2,128	+40%	+$304K	0.43%	44
2017 Q1	$749K	Buy	+5,323	New	+$738K	0.32%	51

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

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

ARS Wealth Advisors's VDC Position: Q2 2018 in Review

ARS Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2018, closing a stake of 1,821 shares — an estimated $248K sold.

ARS Wealth Advisors first reported a position in VDC in Q1 2017 and held it in 5 quarters. The position peaked at $1.08M in Q3 2017. 248 funds tracked by Wall St. Rank hold VDC as of Q2 2018.

ARS Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2018 after selling out during the quarter.
ARS Wealth Advisors sold 1,821 Vanguard Consumer Staples ETF shares in Q2 2018, an estimated $248K.
ARS Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2017 and held it in 5 quarters.
ARS Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $1.08M in Q3 2017.
248 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2018.

Based on ARS Wealth Advisors's 13F filing for Q2 2018, filed 11 Jun 2021.