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SkyOak Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

SkyOak Wealth’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
2020
Q1 		– Sell
-2,726
Closed -$439K – 301
2019
Q4 		$439K Buy
+2,726
New +$428K 0.14% 187

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SkyOak Wealth's VDC Position: Q1 2020 in Review

SkyOak Wealth sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2020, closing a stake of 2,726 shares — an estimated $439K sold.

SkyOak Wealth first reported a position in VDC in Q4 2019 and held it in 1 quarter. The position peaked at $439K in Q4 2019. 342 funds tracked by Wall St. Rank hold VDC as of Q1 2020.

  • SkyOak Wealth reported no remaining Vanguard Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • SkyOak Wealth sold 2,726 Vanguard Consumer Staples ETF shares in Q1 2020, an estimated $439K.
  • SkyOak Wealth first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 1 quarter.
  • SkyOak Wealth's Vanguard Consumer Staples ETF position peaked at $439K in Q4 2019.
  • 342 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.