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 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Winslow Evans & Crocker's VDC Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2017, closing a stake of 117 shares — an estimated $16.5K sold.

Winslow Evans & Crocker first reported a position in VDC in Q1 2015 and held it in 10 quarters. The position peaked at $275K in Q1 2015. 225 funds tracked by Wall St. Rank hold VDC as of Q3 2017.

Winslow Evans & Crocker reported no remaining Vanguard Consumer Staples ETF position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 117 Vanguard Consumer Staples ETF shares in Q3 2017, an estimated $16.5K.
Winslow Evans & Crocker first reported a position in Vanguard Consumer Staples ETF in Q1 2015 and held it in 10 quarters.
Winslow Evans & Crocker's Vanguard Consumer Staples ETF position peaked at $275K in Q1 2015.
225 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.