CWM
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Catamount Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Catamount Wealth Management’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
Q1 		$11K Sell
75
-36
-32% -$5K 0.01% 138
2018
Q4 		$15K Buy
+111
New +$15.6K 0.01% 120

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Catamount Wealth Management's VDC Position: Q1 2019 in Review

Catamount Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 32% in Q1 2019, selling an estimated $5K and leaving 75 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #138.

Catamount Wealth Management first reported a position in VDC in Q4 2018 and has held it in 2 quarters since. The position peaked at $15K in Q4 2018. 301 funds tracked by Wall St. Rank hold VDC as of Q1 2019.

  • Catamount Wealth Management held 75 shares of Vanguard Consumer Staples ETF worth $11K as of Q1 2019.
  • Catamount Wealth Management sold 36 Vanguard Consumer Staples ETF shares in Q1 2019, an estimated $5K.
  • Vanguard Consumer Staples ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #138 holding.
  • Catamount Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and has held it in 2 quarters since.
  • Catamount Wealth Management's Vanguard Consumer Staples ETF position peaked at $15K in Q4 2018.
  • 301 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.