CT Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

CT Financial 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
2017 Q1	$74.6K	Buy	530 +76	+17%	+$10.5K	0.05%	232
2016 Q4	$60.8K	Buy	454 +3	+0.7%	+$401	0.04%	249
2016 Q3	$61.7K	Buy	451 +3	+0.7%	+$420	0.04%	245
2016 Q2	$63.3K	Buy	448 +2	+0.4%	+$272	0.04%	243
2016 Q1	$60.3K	Buy	446 +51	+13%	+$6.59K	0.03%	267
2015 Q4	$51K	Hold	395	–	–	0.03%	297
2015 Q3	$47.9K	Hold	395	–	–	0.03%	299
2015 Q2	$49.3K	Hold	395	–	–	0.03%	306
2015 Q1	$50.2K	Hold	395	–	–	0.03%	303
2014 Q4	$49.5K	Buy	+395	New	+$48.6K	0.04%	237
2014 Q1	$50.2K	Buy	+395	New	+$42.5K	0.03%	303

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CT Financial Advisors's VDC Position: Q1 2017 in Review

CT Financial Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 17% in Q1 2017, buying an estimated $10.5K and bringing the position to 530 shares worth $74.6K. The position accounts for 0.05% of the portfolio, ranked #232.

CT Financial Advisors first reported a position in VDC in Q1 2014 and has held it in 11 quarters since. 209 funds tracked by Wall St. Rank hold VDC as of Q1 2017.

CT Financial Advisors held 530 shares of Vanguard Consumer Staples ETF worth $74.6K as of Q1 2017.
CT Financial Advisors bought 76 Vanguard Consumer Staples ETF shares in Q1 2017, an estimated $10.5K.
Vanguard Consumer Staples ETF made up 0.05% of CT Financial Advisors's portfolio in Q1 2017, its #232 holding.
CT Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2014 and has held it in 11 quarters since.
209 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.