Apexium Financial’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
2025
Q2
$776K Hold
3,545
0.04% 149
2025
Q1
$776K Buy
3,545
+1,552
+78% +$340K 0.05% 141
2024
Q4
$421K Buy
1,993
+342
+21% +$72.3K 0.03% 177
2024
Q3
$362K Buy
1,651
+466
+39% +$102K 0.02% 171
2024
Q2
$242K Sell
1,185
-13
-1% -$2.65K 0.02% 197
2024
Q1
$244K Sell
1,198
-99
-8% -$20.2K 0.02% 196
2023
Q4
$248K Buy
1,297
+2
+0.2% +$382 0.02% 234
2023
Q3
$238K Sell
1,295
-4
-0.3% -$734 0.02% 190
2023
Q2
$254K Hold
1,299
0.02% 192
2023
Q1
$251K Buy
+1,299
New +$251K 0.02% 186
2020
Q2
Sell
-1,573
Closed -$217K 80
2020
Q1
$217K Buy
+1,573
New +$217K 0.29% 51