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

Capital Directions 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	-620	Closed	-$90K	–	98
2019 Q1	$90K	Buy	+620	New	+$86K	0.03%	56
2018 Q4	–	Sell	-620	Closed	-$87K	–	117
2018 Q3	$87K	Buy	+620	New	+$86.5K	0.03%	71
2018 Q2	–	Sell	-520	Closed	-$71K	–	189
2018 Q1	$71K	Hold	520	–	–	0.02%	66
2017 Q4	$76K	Hold	520	–	–	0.02%	64
2017 Q3	$72K	Hold	520	–	–	0.02%	67
2017 Q2	$73K	Hold	520	–	–	0.02%	53
2017 Q1	$73K	Hold	520	–	–	0.03%	55
2016 Q4	$70K	Buy	+520	New	+$69.5K	0.03%	49

Other funds holding VDC

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 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

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

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

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

Capital Directions Investment Advisors's VDC Position: Q2 2019 in Review

Capital Directions Investment Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2019, closing a stake of 620 shares — an estimated $90K sold.

Capital Directions Investment Advisors first reported a position in VDC in Q4 2016 and held it in 8 quarters. The position peaked at $90K in Q1 2019. 294 funds tracked by Wall St. Rank hold VDC as of Q2 2019.

Capital Directions Investment Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
Capital Directions Investment Advisors sold 620 Vanguard Consumer Staples ETF shares in Q2 2019, an estimated $90K.
Capital Directions Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2016 and held it in 8 quarters.
Capital Directions Investment Advisors's Vanguard Consumer Staples ETF position peaked at $90K in Q1 2019.
294 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.