Polaris Wealth Advisory Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Polaris Wealth Advisory 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
2018 Q3	–	Sell	-11	Closed	-$1K	–	544
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	246
2018 Q1	$1K	Buy	+11	New	+$1.56K	﹤0.01%	453
2017 Q4	–	Sell	-3,164	Closed	-$438K	–	164
2017 Q3	$438K	Sell	3,164 -735	-19%	-$104K	0.04%	108
2017 Q2	$550K	Buy	+3,899	New	+$558K	0.06%	86

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Polaris Wealth Advisory Group's VDC Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2018, closing a stake of 11 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in VDC in Q2 2017 and held it in 4 quarters. The position peaked at $550K in Q2 2017. 254 funds tracked by Wall St. Rank hold VDC as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Consumer Staples ETF position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 11 Vanguard Consumer Staples ETF shares in Q3 2018, an estimated $1K.
Polaris Wealth Advisory Group first reported a position in Vanguard Consumer Staples ETF in Q2 2017 and held it in 4 quarters.
Polaris Wealth Advisory Group's Vanguard Consumer Staples ETF position peaked at $550K in Q2 2017.
254 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.