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

Executive 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
2019
Q3 		– Sell
-529
Closed -$79K – 761
2019
Q2 		$79K Buy
529
+229
+76% +$33.7K 0.01% 238
2019
Q1 		$44K Hold
300
– – 0.01% 290
2018
Q4 		$39K Buy
+300
New +$42K 0.01% 316

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Executive Wealth Management's VDC Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2019, closing a stake of 529 shares — an estimated $79K sold.

Executive Wealth Management first reported a position in VDC in Q4 2018 and held it in 3 quarters. The position peaked at $79K in Q2 2019. 296 funds tracked by Wall St. Rank hold VDC as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 529 Vanguard Consumer Staples ETF shares in Q3 2019, an estimated $79K.
  • Executive Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Vanguard Consumer Staples ETF position peaked at $79K in Q2 2019.
  • 296 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.