Inspirion Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Inspirion Wealth Advisors’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 Q4	–	Sell	-2,700	Closed	-$378K	–	76
2018 Q3	$378K	Hold	2,700	–	–	0.16%	50
2018 Q2	$363K	Hold	2,700	–	–	0.17%	50
2018 Q1	$368K	Sell	2,700 -750	-22%	-$106K	0.18%	46
2017 Q4	$504K	Hold	3,450	–	–	0.24%	38
2017 Q3	$478K	Buy	3,450 +1,250	+57%	+$176K	0.24%	39
2017 Q2	$310K	Buy	+2,200	New	+$315K	0.17%	50

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Inspirion Wealth Advisors's VDC Position: Q4 2018 in Review

Inspirion Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2018, closing a stake of 2,700 shares — an estimated $378K sold.

Inspirion Wealth Advisors first reported a position in VDC in Q2 2017 and held it in 6 quarters. The position peaked at $504K in Q4 2017. 293 funds tracked by Wall St. Rank hold VDC as of Q4 2018.

Inspirion Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
Inspirion Wealth Advisors sold 2,700 Vanguard Consumer Staples ETF shares in Q4 2018, an estimated $378K.
Inspirion Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2017 and held it in 6 quarters.
Inspirion Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $504K in Q4 2017.
293 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2018.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.