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Atwood & Palmer’s Vanguard Consumer Staples ETF VDC Stock Holding History

Atwood & Palmer’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
-33
Closed -$5K – 335
2019
Q1 		$5K Hold
33
– – ﹤0.01% 290
2018
Q4 		$4K Hold
33
– – ﹤0.01% 289
2018
Q3 		$5K Buy
+33
New +$4.6K ﹤0.01% 283

Other funds holding VDC

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwood & Palmer's VDC Position: Q2 2019 in Review

Atwood & Palmer sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2019, closing a stake of 33 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in VDC in Q3 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 294 funds tracked by Wall St. Rank hold VDC as of Q2 2019.

  • Atwood & Palmer reported no remaining Vanguard Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
  • Atwood & Palmer sold 33 Vanguard Consumer Staples ETF shares in Q2 2019, an estimated $5K.
  • Atwood & Palmer first reported a position in Vanguard Consumer Staples ETF in Q3 2018 and held it in 3 quarters.
  • Atwood & Palmer's Vanguard Consumer Staples ETF position peaked at $5K in Q1 2019.
  • 294 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.