Winslow Evans & Crocker’s Vanguard Consumer Staples ETF VDC Stock Holding History

Winslow Evans & Crocker’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
2017 Q3	–	Sell	-117	Closed	-$16.5K	–	1247
2017 Q2	$16.5K	Sell	117 -1	-0.8%	-$143	﹤0.01%	794
2017 Q1	$16.5K	Hold	118	–	–	0.01%	774
2016 Q4	$15.7K	Sell	118 -782	-87%	-$105K	﹤0.01%	776
2016 Q3	$123K	Hold	900	–	–	0.04%	366
2016 Q2	$127K	Sell	900 -236	-21%	-$32.1K	0.04%	336
2016 Q1	$154K	Hold	1,136	–	–	0.05%	302
2015 Q4	$146K	Sell	1,136 -424	-27%	-$54.1K	0.04%	341
2015 Q3	$189K	Sell	1,560 -606	-28%	-$76.9K	0.06%	277
2015 Q2	$270K	Hold	2,166	–	–	0.08%	255
2015 Q1	$275K	Buy	+2,166	New	+$274K	0.08%	255

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

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

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

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return