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Cavalier Investments’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cavalier Investments’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
-1,179
Closed -$160K – 204
2018
Q1 		$160K Buy
+1,179
New +$167K 0.06% 145

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cavalier Investments's VDC Position: Q2 2018 in Review

Cavalier Investments sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2018, closing a stake of 1,179 shares — an estimated $160K sold.

Cavalier Investments first reported a position in VDC in Q1 2018 and held it in 1 quarter. The position peaked at $160K in Q1 2018. 249 funds tracked by Wall St. Rank hold VDC as of Q2 2018.

  • Cavalier Investments reported no remaining Vanguard Consumer Staples ETF position as of Q2 2018 after selling out during the quarter.
  • Cavalier Investments sold 1,179 Vanguard Consumer Staples ETF shares in Q2 2018, an estimated $160K.
  • Cavalier Investments first reported a position in Vanguard Consumer Staples ETF in Q1 2018 and held it in 1 quarter.
  • Cavalier Investments's Vanguard Consumer Staples ETF position peaked at $160K in Q1 2018.
  • 249 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.