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Kelman-Lazarov Inc’s Vanguard Consumer Staples ETF VDC Stock Holding History

Kelman-Lazarov Inc’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
Q4 		– Sell
-110
Closed -$14.8K – 360
2016
Q3 		$14.8K Hold
110
– – 0.01% 267
2016
Q2 		$15.5K Hold
110
– – 0.01% 254
2016
Q1 		$15K Buy
+110
New +$14.2K 0.01% 266

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Kelman-Lazarov Inc's VDC Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2016, closing a stake of 110 shares — an estimated $14.8K sold.

Kelman-Lazarov Inc first reported a position in VDC in Q1 2016 and held it in 3 quarters. The position peaked at $15.5K in Q2 2016. 196 funds tracked by Wall St. Rank hold VDC as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Vanguard Consumer Staples ETF position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 110 Vanguard Consumer Staples ETF shares in Q4 2016, an estimated $14.8K.
  • Kelman-Lazarov Inc first reported a position in Vanguard Consumer Staples ETF in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Vanguard Consumer Staples ETF position peaked at $15.5K in Q2 2016.
  • 196 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.