LBA Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

LBA Wealth Management’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	$124K	Buy	885 +88	+11%	+$12.2K	0.07%	131
2016 Q4	$107K	Buy	797 +272	+52%	+$36.4K	0.06%	141
2016 Q3	$72K	Buy	525 +100	+24%	+$14K	0.04%	176
2016 Q2	$60K	Sell	425 -200	-32%	-$27.2K	0.03%	185
2016 Q1	$85K	Hold	625	–	–	0.05%	160
2015 Q4	$81K	Hold	625	–	–	0.05%	181
2015 Q3	$76K	Sell	625 -75	-11%	-$9.51K	0.05%	168
2015 Q2	$87K	Hold	700	–	–	0.05%	142
2015 Q1	$89K	Buy	700 +50	+8%	+$6.33K	0.06%	140
2014 Q4	$81K	Buy	650 +100	+18%	+$12.3K	0.05%	147
2014 Q3	$65K	Buy	550 +275	+100%	+$32K	0.05%	160
2014 Q2	$32K	Buy	275 +125	+83%	+$14.2K	0.03%	176
2014 Q1	$17K	Hold	150	–	–	0.01%	185
2013 Q4	$17K	Buy	+150	New	+$16.4K	0.01%	185

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

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 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

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

LBA Wealth Management's VDC Position: Q1 2017 in Review

LBA Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 11% in Q1 2017, buying an estimated $12.2K and bringing the position to 885 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #131.

LBA Wealth Management first reported a position in VDC in Q4 2013 and has held it in 14 quarters since. 209 funds tracked by Wall St. Rank hold VDC as of Q1 2017.

LBA Wealth Management held 885 shares of Vanguard Consumer Staples ETF worth $124K as of Q1 2017.
LBA Wealth Management bought 88 Vanguard Consumer Staples ETF shares in Q1 2017, an estimated $12.2K.
Vanguard Consumer Staples ETF made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #131 holding.
LBA Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2013 and has held it in 14 quarters since.
209 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.