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WA
WFG Advisors’s
Vanguard Consumer Staples ETF
VDC
Stock Holding History
WFG Advisors’s Portfolio
VDC Stock Details
VDC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$355K
Buy
2,514
+27
+1%
+$3.86K
0.08%
257
2017
Q1
$350K
Sell
2,487
-298
-11%
-$41.3K
0.09%
232
2016
Q4
$373K
Sell
2,785
-1,075
-28%
-$144K
0.09%
241
2016
Q3
$528K
Buy
3,860
+229
+6%
+$32.1K
0.13%
173
2016
Q2
$513K
Buy
3,631
+89
+3%
+$12.1K
0.14%
169
2016
Q1
$479K
Sell
3,542
-29
-0.8%
-$3.75K
0.14%
167
2015
Q4
$461K
Buy
3,571
+353
+11%
+$45K
0.14%
175
2015
Q3
$390K
Buy
3,218
+218
+7%
+$27.6K
0.12%
181
2015
Q2
$375K
Buy
3,000
+78
+3%
+$9.92K
0.1%
215
2015
Q1
$371K
Sell
2,922
-380
-12%
-$48.1K
0.1%
224
2014
Q4
$414K
Sell
3,302
-404
-11%
-$49.7K
0.08%
264
2014
Q3
$435K
Sell
3,706
-117
-3%
-$13.6K
0.08%
283
2014
Q2
$443K
Sell
3,823
-217
-5%
-$24.7K
0.08%
278
2014
Q1
$448K
Buy
4,040
+50
+1%
+$5.38K
0.09%
262
2013
Q4
$439K
Buy
3,990
+35
+0.9%
+$3.83K
0.06%
333
2013
Q3
$410K
Sell
3,955
-697
-15%
-$73.3K
0.06%
322
2013
Q2
$475K
Buy
+4,652
New
+$481K
0.08%
274
Other funds holding VDC
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
DOA
D'Orazio & Associates
Falls Church, Virginia
$772M AUM
14.37%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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