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

Focused 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
2017
Q1 		– Sell
-42
Closed -$6K – 733
2016
Q4 		$6K Hold
42
– – ﹤0.01% 535
2016
Q3 		$6K Hold
42
– – ﹤0.01% 512
2016
Q2 		$6K Buy
42
+1
+2% +$136 ﹤0.01% 506
2016
Q1 		$6K Hold
41
– – ﹤0.01% 466
2015
Q4 		$5K Hold
41
– – ﹤0.01% 517
2015
Q3 		$5K Buy
41
+1
+3% +$127 ﹤0.01% 505
2015
Q2 		$5K Buy
+40
New +$5.08K ﹤0.01% 510

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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return