Legacy Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Legacy Financial 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
2019 Q2	–	Sell	-200	Closed	-$29K	–	871
2019 Q1	$29K	Hold	200	–	–	0.01%	382
2018 Q4	$26K	Hold	200	–	–	0.01%	358
2018 Q3	$28K	Hold	200	–	–	0.01%	323
2018 Q2	$27K	Hold	200	–	–	0.01%	334
2018 Q1	$27K	Hold	200	–	–	0.01%	319
2017 Q4	$29K	Buy	+200	New	+$28.2K	0.01%	314

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

MIS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMEA

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

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

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

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

Legacy Financial Advisors's VDC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2019, closing a stake of 200 shares — an estimated $29K sold.

Legacy Financial Advisors first reported a position in VDC in Q4 2017 and held it in 6 quarters. The position peaked at $29K in Q1 2019. 294 funds tracked by Wall St. Rank hold VDC as of Q2 2019.

Legacy Financial Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 200 Vanguard Consumer Staples ETF shares in Q2 2019, an estimated $29K.
Legacy Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Vanguard Consumer Staples ETF position peaked at $29K in Q1 2019.
294 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.