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Cutler Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cutler Group’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
2023
Q4 		– Sell
-1,300
Closed -$2K – 4389
2023
Q3 		$2K Buy
+1,300
New +$251K ﹤0.01% 3369
2020
Q3 		– Sell
-1,000
Closed -$4K – 5289
2020
Q2 		$4K Hold
1,000
– – ﹤0.01% 3513
2020
Q1 		$17K Buy
+1,000
New +$154K ﹤0.01% 2416
2018
Q4 		– Sell
-2,000
Closed -$1K – 4635
2018
Q3 		$1K Buy
+2,000
New +$279K ﹤0.01% 3894
2017
Q4 		– Sell
-6,100
Closed -$32K – 6006
2017
Q3 		$32K Buy
6,100
+5,100
+510% +$718K ﹤0.01% 2688
2017
Q2 		$5K Buy
+1,000
New +$143K ﹤0.01% 4887
2017
Q1 		– Sell
-1,000
Closed -$1K – 7273
2016
Q4 		$1K Buy
+1,000
New +$134K ﹤0.01% 6172
2016
Q3 		– Sell
-8,700
Closed -$2K – 7429
2016
Q2 		$2K Buy
+8,700
New +$1.18M ﹤0.01% 5772

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return