AWA
Arkadios Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.8M | Sell |
12,773
-13,391
| -51% | -$2.93M | 0.08% | 261 |
|
2025
Q1 | $5.73M | Buy |
26,164
+14,919
| +133% | +$3.26M | 0.22% | 108 |
|
2024
Q4 | $2.38M | Buy |
11,245
+324
| +3% | +$68.5K | 0.13% | 149 |
|
2024
Q3 | $2.39M | Buy |
10,921
+571
| +6% | +$125K | 0.14% | 156 |
|
2024
Q2 | $2.1M | Buy |
10,350
+1,158
| +13% | +$235K | 0.14% | 161 |
|
2024
Q1 | $1.88M | Buy |
9,192
+16
| +0.2% | +$3.27K | 0.15% | 153 |
|
2023
Q4 | $1.75M | Sell |
9,176
-1,067
| -10% | -$204K | 0.15% | 142 |
|
2023
Q3 | $1.87M | Buy |
10,243
+74
| +0.7% | +$13.5K | 0.18% | 133 |
|
2023
Q2 | $1.98M | Buy |
10,169
+97
| +1% | +$18.9K | 0.23% | 107 |
|
2023
Q1 | $1.95M | Sell |
10,072
-557
| -5% | -$108K | 0.23% | 116 |
|
2022
Q4 | $2.04M | Sell |
10,629
-1,059
| -9% | -$203K | 0.27% | 104 |
|
2022
Q3 | $2.01M | Sell |
11,688
-665
| -5% | -$114K | 0.3% | 86 |
|
2022
Q2 | $2.29M | Sell |
12,353
-1,542
| -11% | -$286K | 0.34% | 76 |
|
2022
Q1 | $2.72M | Sell |
13,895
-3,035
| -18% | -$595K | 0.36% | 68 |
|
2021
Q4 | $3.38M | Sell |
16,930
-544
| -3% | -$109K | 0.45% | 51 |
|
2021
Q3 | $3.13M | Sell |
17,474
-913
| -5% | -$164K | 0.45% | 48 |
|
2021
Q2 | $3.36M | Sell |
18,387
-3,336
| -15% | -$609K | 0.41% | 58 |
|
2021
Q1 | $3.87M | Sell |
21,723
-14,013
| -39% | -$2.5M | 0.64% | 33 |
|
2020
Q4 | $6.22M | Buy |
35,736
+375
| +1% | +$65.2K | 1.3% | 9 |
|
2020
Q3 | $5.99M | Buy |
35,361
+34
| +0.1% | +$5.76K | 3% | 3 |
|
2020
Q2 | $5.5M | Sell |
35,327
-490
| -1% | -$76.3K | 3.05% | 4 |
|
2020
Q1 | $4.94M | Buy |
35,817
+5,349
| +18% | +$737K | 3.15% | 4 |
|
2019
Q4 | $5.01M | Buy |
+30,468
| New | +$5.01M | 3% | 3 |
|