YWP
VDC icon

YorkBridge Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-180
Closed -$27K – 624
2019
Q2 		$27K Hold
180
– – 0.01% 435
2019
Q1 		$26K Sell
180
-20
-10% -$2.77K 0.01% 432
2018
Q4 		$26K Hold
200
– – 0.01% 405
2018
Q3 		$28K Hold
200
– – 0.01% 442
2018
Q2 		$27K Hold
200
– – 0.01% 456
2018
Q1 		$27K Hold
200
– – 0.01% 452
2017
Q4 		$28K Hold
200
– – 0.01% 447
2017
Q3 		$28K Hold
200
– – 0.01% 451
2017
Q2 		$28K Hold
200
– – 0.01% 445
2017
Q1 		$28K Hold
200
– – 0.01% 441
2016
Q4 		$26K Buy
+200
New +$26.7K 0.02% 439

Other funds holding VDC

Bank of America
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
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
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return