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

River 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
2019 Q1	–	Sell	-209	Closed	-$27K	–	477
2018 Q4	$27K	Hold	209	–	–	0.01%	316
2018 Q3	$29K	Hold	209	–	–	0.01%	341
2018 Q2	$28K	Buy	+209	New	+$27.7K	0.01%	325

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

River Wealth Advisors's VDC Position: Q1 2019 in Review

River Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2019, closing a stake of 209 shares — an estimated $27K sold.

River Wealth Advisors first reported a position in VDC in Q2 2018 and held it in 3 quarters. The position peaked at $29K in Q3 2018. 301 funds tracked by Wall St. Rank hold VDC as of Q1 2019.

River Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 209 Vanguard Consumer Staples ETF shares in Q1 2019, an estimated $27K.
River Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $29K in Q3 2018.
301 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.