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Fernwood Investment Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Fernwood Investment 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
Q4 		– Sell
-1,375
Closed -$215K – 187
2019
Q3 		$215K Buy
+1,375
New +$211K 0.11% 165

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UBS Group
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MIM
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Royal Bank of Canada
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Fernwood Investment Management's VDC Position: Q4 2019 in Review

Fernwood Investment Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2019, closing a stake of 1,375 shares — an estimated $215K sold.

Fernwood Investment Management first reported a position in VDC in Q3 2019 and held it in 1 quarter. The position peaked at $215K in Q3 2019. 343 funds tracked by Wall St. Rank hold VDC as of Q4 2019.

  • Fernwood Investment Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
  • Fernwood Investment Management sold 1,375 Vanguard Consumer Staples ETF shares in Q4 2019, an estimated $215K.
  • Fernwood Investment Management first reported a position in Vanguard Consumer Staples ETF in Q3 2019 and held it in 1 quarter.
  • Fernwood Investment Management's Vanguard Consumer Staples ETF position peaked at $215K in Q3 2019.
  • 343 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2019.

Based on Fernwood Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.