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Spruce Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Spruce Investment 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
2017
Q4 		– Sell
-54
Closed -$7K – 28
2017
Q3 		$7K Hold
54
– – 0.01% 31
2017
Q2 		$8K Sell
54
-53
-50% -$7.58K 0.01% 36
2017
Q1 		$15K Buy
107
+5
+5% +$693 0.02% 42
2016
Q4 		$14K Buy
+102
New +$13.6K 0.01% 36

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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 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 $79.5B AUM 27.1% 1-Year Est. Return

Spruce Investment Advisors's VDC Position: Q4 2017 in Review

Spruce Investment Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2017, closing a stake of 54 shares — an estimated $7K sold.

Spruce Investment Advisors first reported a position in VDC in Q4 2016 and held it in 4 quarters. The position peaked at $15K in Q1 2017. 250 funds tracked by Wall St. Rank hold VDC as of Q4 2017.

  • Spruce Investment Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
  • Spruce Investment Advisors sold 54 Vanguard Consumer Staples ETF shares in Q4 2017, an estimated $7K.
  • Spruce Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2016 and held it in 4 quarters.
  • Spruce Investment Advisors's Vanguard Consumer Staples ETF position peaked at $15K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2017.

Based on Spruce Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.