Laurel Wealth Advisors (California)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Laurel Wealth Advisors (California)’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	–	Sell	-2,732	Closed	-$399K	–	382
2017 Q4	$399K	Sell	2,732 -122	-4%	-$17.2K	0.11%	207
2017 Q3	$395K	Sell	2,854 -305	-10%	-$43K	0.13%	180
2017 Q2	$445K	Sell	3,159 -181	-5%	-$25.9K	0.16%	165
2017 Q1	$469K	Buy	3,340 +323	+11%	+$44.8K	0.18%	143
2016 Q4	$404K	Sell	3,017 -163	-5%	-$21.8K	0.18%	145
2016 Q3	$435K	Buy	3,180 +813	+34%	+$114K	0.21%	126
2016 Q2	$334K	Buy	+2,367	New	+$322K	0.16%	159

Other funds holding VDC

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s VDC Position: Q1 2018 in Review

Laurel Wealth Advisors (California) sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2018, closing a stake of 2,732 shares — an estimated $399K sold.

Laurel Wealth Advisors (California) first reported a position in VDC in Q2 2016 and held it in 7 quarters. The position peaked at $469K in Q1 2017. 252 funds tracked by Wall St. Rank hold VDC as of Q1 2018.

Laurel Wealth Advisors (California) reported no remaining Vanguard Consumer Staples ETF position as of Q1 2018 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 2,732 Vanguard Consumer Staples ETF shares in Q1 2018, an estimated $399K.
Laurel Wealth Advisors (California) first reported a position in Vanguard Consumer Staples ETF in Q2 2016 and held it in 7 quarters.
Laurel Wealth Advisors (California)'s Vanguard Consumer Staples ETF position peaked at $469K in Q1 2017.
252 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2018, filed 16 May 2018.