Baldwin Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Baldwin Wealth Partners’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	-99	Closed	-$14K	–	538
2018 Q3	$14K	Hold	99	–	–	﹤0.01%	438
2018 Q2	$13K	Sell	99 -201	-67%	-$26.6K	﹤0.01%	442
2018 Q1	$41K	Hold	300	–	–	0.01%	320
2017 Q4	$44K	Buy	+300	New	+$42.3K	0.01%	316

Other funds holding VDC

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

MIS

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

MMEA

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 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

Baldwin Wealth Partners's VDC Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2018, closing a stake of 99 shares — an estimated $14K sold.

Baldwin Wealth Partners first reported a position in VDC in Q4 2017 and held it in 4 quarters. The position peaked at $44K in Q4 2017. 293 funds tracked by Wall St. Rank hold VDC as of Q4 2018.

Baldwin Wealth Partners reported no remaining Vanguard Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
Baldwin Wealth Partners sold 99 Vanguard Consumer Staples ETF shares in Q4 2018, an estimated $14K.
Baldwin Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and held it in 4 quarters.
Baldwin Wealth Partners's Vanguard Consumer Staples ETF position peaked at $44K in Q4 2017.
293 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.