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Patten Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Patten Group’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
Q1 		– Sell
-113
Closed -$15K – 518
2018
Q4 		$15K Buy
113
+1
+0.9% +$140 0.01% 401
2018
Q3 		$16K Buy
112
+2
+2% +$279 0.01% 455
2018
Q2 		$15K Hold
110
– – 0.01% 432
2018
Q1 		$15K Buy
+110
New +$15.6K 0.01% 430

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Patten Group's VDC Position: Q1 2019 in Review

Patten Group sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2019, closing a stake of 113 shares — an estimated $15K sold.

Patten Group first reported a position in VDC in Q1 2018 and held it in 4 quarters. The position peaked at $16K in Q3 2018. 301 funds tracked by Wall St. Rank hold VDC as of Q1 2019.

  • Patten Group reported no remaining Vanguard Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 113 Vanguard Consumer Staples ETF shares in Q1 2019, an estimated $15K.
  • Patten Group first reported a position in Vanguard Consumer Staples ETF in Q1 2018 and held it in 4 quarters.
  • Patten Group's Vanguard Consumer Staples ETF position peaked at $16K in Q3 2018.
  • 301 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.