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Wilbanks Smith & Thomas Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-515
Closed -$72K – 1262
2018
Q3 		$72K Buy
+515
New +$71.8K ﹤0.01% 609

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VDC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2018, closing a stake of 515 shares — an estimated $72K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VDC in Q3 2018 and held it in 1 quarter. The position peaked at $72K in Q3 2018. 293 funds tracked by Wall St. Rank hold VDC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 515 Vanguard Consumer Staples ETF shares in Q4 2018, an estimated $72K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Consumer Staples ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Vanguard Consumer Staples ETF position peaked at $72K in Q3 2018.
  • 293 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.