GWCM
VDC icon

Godshalk Welsh Capital Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Godshalk Welsh Capital 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
2015
Q1 		– Sell
-875
Closed -$110K – 235
2014
Q4 		$110K Buy
+875
New +$108K 0.1% 163

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Godshalk Welsh Capital Management's VDC Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2015, closing a stake of 875 shares — an estimated $110K sold.

Godshalk Welsh Capital Management first reported a position in VDC in Q4 2014 and held it in 1 quarter. The position peaked at $110K in Q4 2014. 144 funds tracked by Wall St. Rank hold VDC as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 875 Vanguard Consumer Staples ETF shares in Q1 2015, an estimated $110K.
  • Godshalk Welsh Capital Management first reported a position in Vanguard Consumer Staples ETF in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Vanguard Consumer Staples ETF position peaked at $110K in Q4 2014.
  • 144 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.