GWM
VDC icon

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

Greenwich 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
Q1 		– Sell
-1,493
Closed -$218K – 192
2017
Q4 		$218K Sell
1,493
-64
-4% -$9.03K 0.04% 165
2017
Q3 		$216K Sell
1,557
-80
-5% -$11.3K 0.04% 162
2017
Q2 		$231K Buy
1,637
+50
+3% +$7.15K 0.04% 156
2017
Q1 		$223K Sell
1,587
-280
-15% -$38.8K 0.03% 158
2016
Q4 		$250K Sell
1,867
-59
-3% -$7.89K 0.03% 169
2016
Q3 		$264K Sell
1,926
-19
-1% -$2.66K 0.05% 166
2016
Q2 		$275K Sell
1,945
-15
-0.8% -$2.04K 0.07% 159
2016
Q1 		$265K Hold
1,960
– – 0.07% 157
2015
Q4 		$253K Sell
1,960
-337
-15% -$43K 0.06% 130
2015
Q3 		$279K Hold
2,297
– – 0.07% 139
2015
Q2 		$287K Buy
2,297
+567
+33% +$72.1K 0.04% 152
2015
Q1 		$220K Sell
1,730
-10
-0.6% -$1.26K 0.02% 159
2014
Q4 		$218K Buy
+1,740
New +$214K 0.01% 159
2014
Q1 		– Sell
-2,523
Closed -$278K – 169
2013
Q4 		$278K Sell
2,523
-61
-2% -$6.67K 0.03% 146
2013
Q3 		$268K Sell
2,584
-25
-1% -$2.63K 0.02% 138
2013
Q2 		$266K Buy
+2,609
New +$270K 0.02% 130

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Greenwich Wealth Management's VDC Position: Q1 2018 in Review

Greenwich Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2018, closing a stake of 1,493 shares — an estimated $218K sold.

Greenwich Wealth Management first reported a position in VDC in Q2 2013 and held it in 16 quarters. The position peaked at $287K in Q2 2015. 252 funds tracked by Wall St. Rank hold VDC as of Q1 2018.

  • Greenwich Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2018 after selling out during the quarter.
  • Greenwich Wealth Management sold 1,493 Vanguard Consumer Staples ETF shares in Q1 2018, an estimated $218K.
  • Greenwich Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2013 and held it in 16 quarters.
  • Greenwich Wealth Management's Vanguard Consumer Staples ETF position peaked at $287K in Q2 2015.
  • 252 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2018.

Based on Greenwich Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.