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SWS Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

SWS Partners’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
2018
Q2 		– Sell
-96
Closed -$13K – 301
2018
Q1 		$13K Hold
96
– – 0.01% 241
2017
Q4 		$14K Buy
+96
New +$13.5K 0.01% 247

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWS Partners's VDC Position: Q2 2018 in Review

SWS Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2018, closing a stake of 96 shares — an estimated $13K sold.

SWS Partners first reported a position in VDC in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q4 2017. 249 funds tracked by Wall St. Rank hold VDC as of Q2 2018.

  • SWS Partners reported no remaining Vanguard Consumer Staples ETF position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 96 Vanguard Consumer Staples ETF shares in Q2 2018, an estimated $13K.
  • SWS Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and held it in 2 quarters.
  • SWS Partners's Vanguard Consumer Staples ETF position peaked at $14K in Q4 2017.
  • 249 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.