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

Gupta 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
2016 Q1	$145K	Hold	1,075	–	–	0.03%	285
2015 Q4	$139K	Hold	1,075	–	–	0.04%	287
2015 Q3	$130K	Hold	1,075	–	–	0.03%	309
2015 Q2	$134K	Hold	1,075	–	–	0.03%	306
2015 Q1	$137K	Buy	+1,075	New	+$136K	0.04%	266

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Gupta Wealth Management's VDC Position: Q1 2016 in Review

Gupta Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2016 at 1,075 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #285.

Gupta Wealth Management first reported a position in VDC in Q1 2015 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold VDC as of Q1 2016.

Gupta Wealth Management held 1,075 shares of Vanguard Consumer Staples ETF worth $145K as of Q1 2016.
Gupta Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q1 2016.
Vanguard Consumer Staples ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #285 holding.
Gupta Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2015 and has held it in 5 quarters since.
181 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.