Aevitas Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,941
| Closed | -$788K | – | 127 |
|
|
2021
Q4 | $788K | Sell |
3,941
-1
| -0% | -$200 | 0.47% | 59 |
|
|
2021
Q3 | $707K | Hold |
3,942
| – | – | 0.45% | 61 |
|
|
2021
Q2 | $720K | Buy |
3,942
+58
| +1% | +$10.6K | 0.46% | 60 |
|
|
2021
Q1 | $692K | Buy |
3,884
+8
| +0.2% | +$1.43K | 0.48% | 56 |
|
|
2020
Q4 | $674K | Buy |
3,876
+13
| +0.3% | +$2.26K | 0.49% | 56 |
|
|
2020
Q3 | $631K | Sell |
3,863
-32
| -0.8% | -$5.23K | 0.52% | 53 |
|
|
2020
Q2 | $583K | Buy |
3,895
+313
| +9% | +$46.9K | 0.54% | 54 |
|
|
2020
Q1 | $494K | Buy |
+3,582
| New | +$494K | 0.55% | 54 |
|
|
2019
Q2 | – | Sell |
-506
| Closed | -$73K | – | 331 |
|
|
2019
Q1 | $73K | Buy |
506
+2
| +0.4% | +$289 | 0.07% | 156 |
|
|
2018
Q4 | $66K | Buy |
+504
| New | +$66K | 0.07% | 156 |
|