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

Endurance 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
2018 Q4	–	Sell	-447	Closed	-$63K	–	486
2018 Q3	$63K	Hold	447	–	–	0.01%	260
2018 Q2	$60K	Hold	447	–	–	0.01%	261
2018 Q1	$61K	Sell	447 -145	-24%	-$20.6K	0.01%	267
2017 Q4	$86K	Hold	592	–	–	0.01%	232
2017 Q3	$82K	Hold	592	–	–	0.01%	230
2017 Q2	$83K	Sell	592 -118	-17%	-$16.9K	0.01%	233
2017 Q1	$100K	Hold	710	–	–	0.02%	217
2016 Q4	$95K	Hold	710	–	–	0.02%	223
2016 Q3	$96K	Hold	710	–	–	0.02%	221
2016 Q2	$100K	Hold	710	–	–	0.02%	211
2016 Q1	$96K	Hold	710	–	–	0.01%	215
2015 Q4	$92K	Hold	710	–	–	0.02%	220
2015 Q3	$90K	Hold	710	–	–	0.02%	224
2015 Q2	$89K	Buy	+710	New	+$90.3K	0.02%	225

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Endurance Wealth Management's VDC Position: Q4 2018 in Review

Endurance Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2018, closing a stake of 447 shares — an estimated $63K sold.

Endurance Wealth Management first reported a position in VDC in Q2 2015 and held it in 14 quarters. The position peaked at $100K in Q1 2017. 293 funds tracked by Wall St. Rank hold VDC as of Q4 2018.

Endurance Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
Endurance Wealth Management sold 447 Vanguard Consumer Staples ETF shares in Q4 2018, an estimated $63K.
Endurance Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2015 and held it in 14 quarters.
Endurance Wealth Management's Vanguard Consumer Staples ETF position peaked at $100K in Q1 2017.
293 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2018.

Based on Endurance Wealth Management's 13F filing for Q4 2018, filed 14 Jan 2019.