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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return