Vickerman & Driscoll Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Vickerman & Driscoll Financial 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
2020 Q1	$406K	Buy	2,945 +224	+8%	+$34.5K	0.25%	55
2019 Q4	$439K	Buy	+2,721	New	+$427K	0.22%	59
2018 Q4	–	Sell	-238	Closed	-$33K	–	106
2018 Q3	$33K	Hold	238	–	–	0.02%	88
2018 Q2	$32K	Buy	238 +71	+43%	+$9.39K	0.02%	87
2018 Q1	$23K	Buy	167 +34	+26%	+$4.82K	0.02%	94
2017 Q4	$19K	Buy	+133	New	+$18.8K	0.01%	93

Other funds holding VDC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VDC Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 8.2% in Q1 2020, buying an estimated $34.5K and bringing the position to 2,945 shares worth $406K. The position accounts for 0.25% of the portfolio, ranked #55.

Vickerman & Driscoll Financial Advisors first reported a position in VDC in Q4 2017 and has held it in 6 quarters since. The position peaked at $439K in Q4 2019. 341 funds tracked by Wall St. Rank hold VDC as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 2,945 shares of Vanguard Consumer Staples ETF worth $406K as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 224 Vanguard Consumer Staples ETF shares in Q1 2020, an estimated $34.5K.
Vanguard Consumer Staples ETF made up 0.25% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #55 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and has held it in 6 quarters since.
Vickerman & Driscoll Financial Advisors's Vanguard Consumer Staples ETF position peaked at $439K in Q4 2019.
341 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.