Cordasco Financial Network’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cordasco Financial Network’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
2020 Q1	–	Sell	-7	Closed	-$1K	–	503
2019 Q4	$1K	Hold	7	–	–	﹤0.01%	442
2019 Q3	$1K	Buy	+7	New	+$1.08K	﹤0.01%	467
2018 Q4	–	Sell	-242	Closed	-$34K	–	408
2018 Q3	$34K	Hold	242	–	–	0.03%	168
2018 Q2	$32K	Buy	+242	New	+$32K	0.03%	177

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cordasco Financial Network's VDC Position: Q1 2020 in Review

Cordasco Financial Network sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

Cordasco Financial Network first reported a position in VDC in Q2 2018 and held it in 4 quarters. The position peaked at $34K in Q3 2018. 342 funds tracked by Wall St. Rank hold VDC as of Q1 2020.

Cordasco Financial Network reported no remaining Vanguard Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
Cordasco Financial Network sold 7 Vanguard Consumer Staples ETF shares in Q1 2020, an estimated $1K.
Cordasco Financial Network first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and held it in 4 quarters.
Cordasco Financial Network's Vanguard Consumer Staples ETF position peaked at $34K in Q3 2018.
342 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2020.

Based on Cordasco Financial Network's 13F filing for Q1 2020, filed 24 Apr 2020.