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Hefty Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Hefty Wealth Partners’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 		$44K Buy
+326
New +$46.2K 0.03% 148
2016
Q1 		– Sell
-5,685
Closed -$733K – 230
2015
Q4 		$733K Buy
+5,685
New +$725K 0.7% 47

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Hefty Wealth Partners's VDC Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2018: 326 shares worth $44K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in VDC as recently as Q4 2015.

Hefty Wealth Partners first reported a position in VDC in Q4 2015 and has held it in 2 quarters since. The position peaked at $733K in Q4 2015. 252 funds tracked by Wall St. Rank hold VDC as of Q1 2018.

  • Hefty Wealth Partners held 326 shares of Vanguard Consumer Staples ETF worth $44K as of Q1 2018.
  • Vanguard Consumer Staples ETF was a new Hefty Wealth Partners position in Q1 2018.
  • Vanguard Consumer Staples ETF made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #148 holding.
  • Hefty Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2015 and has held it in 2 quarters since.
  • Hefty Wealth Partners's Vanguard Consumer Staples ETF position peaked at $733K in Q4 2015.
  • 252 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.