Wealthspire Advisors (Maryland)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-156	Closed	-$23K	–	1975
2019 Q1	$23K	Hold	156	–	–	﹤0.01%	1226
2018 Q4	$20K	Hold	156	–	–	﹤0.01%	1212
2018 Q3	$22K	Hold	156	–	–	﹤0.01%	1277
2018 Q2	$21K	Hold	156	–	–	﹤0.01%	1304
2018 Q1	$21K	Sell	156 -13	-8%	-$1.84K	﹤0.01%	1286
2017 Q4	$25K	Buy	169 +13	+8%	+$1.83K	﹤0.01%	1264
2017 Q3	$22K	Hold	156	–	–	﹤0.01%	1280
2017 Q2	$22K	Buy	+156	New	+$22.3K	﹤0.01%	1244

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

MIS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s VDC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2019, closing a stake of 156 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in VDC in Q2 2017 and held it in 8 quarters. The position peaked at $25K in Q4 2017. 294 funds tracked by Wall St. Rank hold VDC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 156 Vanguard Consumer Staples ETF shares in Q2 2019, an estimated $23K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Consumer Staples ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Consumer Staples ETF position peaked at $25K in Q4 2017.
294 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.