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MYCIO Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-145
Closed -$23K – 369
2019
Q4 		$23K Hold
145
– – ﹤0.01% 427
2019
Q3 		$23K Hold
145
– – ﹤0.01% 401
2019
Q2 		$22K Buy
+145
New +$21.4K ﹤0.01% 370

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
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYCIO Wealth Partners's VDC Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2020, closing a stake of 145 shares — an estimated $23K sold.

MYCIO Wealth Partners first reported a position in VDC in Q2 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 342 funds tracked by Wall St. Rank hold VDC as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Vanguard Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 145 Vanguard Consumer Staples ETF shares in Q1 2020, an estimated $23K.
  • MYCIO Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's Vanguard Consumer Staples ETF position peaked at $23K in Q4 2019.
  • 342 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.