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Ironwood Investment Counsel’s Vanguard Consumer Staples ETF VDC Stock Holding History

Ironwood Investment Counsel’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
Q1 		– Sell
-2,882
Closed -$386K – 159
2016
Q4 		$386K Hold
2,882
– – 0.17% 106
2016
Q3 		$394K Buy
+2,882
New +$403K 0.18% 105

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 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 $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ironwood Investment Counsel's VDC Position: Q1 2017 in Review

Ironwood Investment Counsel sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2017, closing a stake of 2,882 shares — an estimated $386K sold.

Ironwood Investment Counsel first reported a position in VDC in Q3 2016 and held it in 2 quarters. The position peaked at $394K in Q3 2016. 209 funds tracked by Wall St. Rank hold VDC as of Q1 2017.

  • Ironwood Investment Counsel reported no remaining Vanguard Consumer Staples ETF position as of Q1 2017 after selling out during the quarter.
  • Ironwood Investment Counsel sold 2,882 Vanguard Consumer Staples ETF shares in Q1 2017, an estimated $386K.
  • Ironwood Investment Counsel first reported a position in Vanguard Consumer Staples ETF in Q3 2016 and held it in 2 quarters.
  • Ironwood Investment Counsel's Vanguard Consumer Staples ETF position peaked at $394K in Q3 2016.
  • 209 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2017.

Based on Ironwood Investment Counsel's 13F filing for Q1 2017, filed 12 May 2017.