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 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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

YorkBridge Wealth Partners's VDC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2019, closing a stake of 180 shares — an estimated $27K sold.

YorkBridge Wealth Partners first reported a position in VDC in Q4 2016 and held it in 11 quarters. The position peaked at $28K in Q3 2018. 296 funds tracked by Wall St. Rank hold VDC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 180 Vanguard Consumer Staples ETF shares in Q3 2019, an estimated $27K.
YorkBridge Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Vanguard Consumer Staples ETF position peaked at $28K in Q3 2018.
296 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.