Ogorek Anthony Joseph’s Vanguard Consumer Staples ETF VDC Stock Holding History

Ogorek Anthony Joseph’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	–	Sell	-95,081	Closed	-$13M	–	76
2016 Q4	$13M	Hold	95,081	–	–	11.23%	5
2016 Q3	$13M	Sell	95,081 -1,287	-1%	-$180K	11.23%	5
2016 Q2	$13.6M	Buy	96,368 +11,683	+14%	+$1.59M	12.21%	5
2016 Q1	$11.5M	Buy	+84,685	New	+$10.9M	9.3%	5

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $864M AUM 21.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ogorek Anthony Joseph's VDC Position: Q1 2017 in Review

Ogorek Anthony Joseph sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2017, closing a stake of 95,081 shares — an estimated $13M sold.

Ogorek Anthony Joseph first reported a position in VDC in Q1 2016 and held it in 4 quarters. The position peaked at $13.6M in Q2 2016. 209 funds tracked by Wall St. Rank hold VDC as of Q1 2017.

Ogorek Anthony Joseph reported no remaining Vanguard Consumer Staples ETF position as of Q1 2017 after selling out during the quarter.
Ogorek Anthony Joseph sold 95,081 Vanguard Consumer Staples ETF shares in Q1 2017, an estimated $13M.
Ogorek Anthony Joseph first reported a position in Vanguard Consumer Staples ETF in Q1 2016 and held it in 4 quarters.
Ogorek Anthony Joseph's Vanguard Consumer Staples ETF position peaked at $13.6M in Q2 2016.
209 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2017.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2017, filed 19 Apr 2017.