Harfst & Associates’s Vanguard Consumer Staples ETF VDC Stock Holding History

Harfst & Associates’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 Q3	–	Sell	-158	Closed	-$22K	–	210
2017 Q2	$22K	Sell	158 -260	-62%	-$37.2K	0.01%	169
2017 Q1	$58K	Buy	+418	New	+$58K	0.03%	146
2016 Q1	–	Sell	-708	Closed	-$91K	–	242
2015 Q4	$91K	Hold	708	–	–	0.04%	149
2015 Q3	$86K	Sell	708 -376	-35%	-$47.7K	0.04%	144
2015 Q2	$135K	Buy	+1,084	New	+$138K	0.08%	102

Other funds holding VDC

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

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

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

DOA

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harfst & Associates's VDC Position: Q3 2017 in Review

Harfst & Associates sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2017, closing a stake of 158 shares — an estimated $22K sold.

Harfst & Associates first reported a position in VDC in Q2 2015 and held it in 5 quarters. The position peaked at $135K in Q2 2015. 225 funds tracked by Wall St. Rank hold VDC as of Q3 2017.

Harfst & Associates reported no remaining Vanguard Consumer Staples ETF position as of Q3 2017 after selling out during the quarter.
Harfst & Associates sold 158 Vanguard Consumer Staples ETF shares in Q3 2017, an estimated $22K.
Harfst & Associates first reported a position in Vanguard Consumer Staples ETF in Q2 2015 and held it in 5 quarters.
Harfst & Associates's Vanguard Consumer Staples ETF position peaked at $135K in Q2 2015.
225 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.