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Sonora Investment Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Sonora Investment 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
2020
Q4 		– Sell
-100
Closed -$16K – 1792
2020
Q3 		$16K Buy
+100
New +$16.1K ﹤0.01% 996
2016
Q2 		– Sell
-84
Closed -$11.2K – 929
2016
Q1 		$11.2K Buy
+84
New +$10.9K ﹤0.01% 611

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's VDC Position: Q4 2020 in Review

Sonora Investment Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2020, closing a stake of 100 shares — an estimated $16K sold.

Sonora Investment Management first reported a position in VDC in Q1 2016 and held it in 2 quarters. The position peaked at $16K in Q3 2020. 409 funds tracked by Wall St. Rank hold VDC as of Q4 2020.

  • Sonora Investment Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 100 Vanguard Consumer Staples ETF shares in Q4 2020, an estimated $16K.
  • Sonora Investment Management first reported a position in Vanguard Consumer Staples ETF in Q1 2016 and held it in 2 quarters.
  • Sonora Investment Management's Vanguard Consumer Staples ETF position peaked at $16K in Q3 2020.
  • 409 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.