RWA
VDC icon

RGT Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

RGT Wealth Advisors’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
2016
Q4 		– Sell
-1,584
Closed -$217K – 134
2016
Q3 		$217K Buy
+1,584
New +$222K 0.13% 100

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

RGT Wealth Advisors's VDC Position: Q4 2016 in Review

RGT Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2016, closing a stake of 1,584 shares — an estimated $217K sold.

RGT Wealth Advisors first reported a position in VDC in Q3 2016 and held it in 1 quarter. The position peaked at $217K in Q3 2016. 196 funds tracked by Wall St. Rank hold VDC as of Q4 2016.

  • RGT Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q4 2016 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,584 Vanguard Consumer Staples ETF shares in Q4 2016, an estimated $217K.
  • RGT Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q3 2016 and held it in 1 quarter.
  • RGT Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $217K in Q3 2016.
  • 196 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2016.

Based on RGT Wealth Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.