SIAP
VDC icon

Sterling Investment Advisors (Pennsylvania)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-188
Closed -$30K – 447
2019
Q4 		$30K Hold
188
– – 0.01% 260
2019
Q3 		$29K Hold
188
– – 0.01% 259
2019
Q2 		$28K Buy
+188
New +$27.7K 0.01% 268

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 $424B AUM 22.94% 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

Sterling Investment Advisors (Pennsylvania)'s VDC Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2020, closing a stake of 188 shares — an estimated $30K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VDC in Q2 2019 and held it in 3 quarters. The position peaked at $30K in Q4 2019. 342 funds tracked by Wall St. Rank hold VDC as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 188 Vanguard Consumer Staples ETF shares in Q1 2020, an estimated $30K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Consumer Staples ETF in Q2 2019 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Vanguard Consumer Staples ETF position peaked at $30K in Q4 2019.
  • 342 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.