PWM
VDC icon

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

Paulson 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
2018
Q1 		– Sell
-91
Closed -$13K – 511
2017
Q4 		$13K Buy
+91
New +$12.8K 0.01% 335

Other funds holding VDC

Bank of America
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Paulson Wealth Management's VDC Position: Q1 2018 in Review

Paulson Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2018, closing a stake of 91 shares — an estimated $13K sold.

Paulson Wealth Management first reported a position in VDC in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 252 funds tracked by Wall St. Rank hold VDC as of Q1 2018.

  • Paulson Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 91 Vanguard Consumer Staples ETF shares in Q1 2018, an estimated $13K.
  • Paulson Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Vanguard Consumer Staples ETF position peaked at $13K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.