ARS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,821
| Closed | -$248K | – | 117 |
|
|
2018
Q1 | $248K | Sell |
1,821
-1,569
| -46% | -$214K | 0.09% | 100 |
|
|
2017
Q4 | $495K | Sell |
3,390
-4,438
| -57% | -$648K | 0.18% | 71 |
|
|
2017
Q3 | $1.09M | Buy |
7,828
+377
| +5% | +$52.3K | 0.42% | 48 |
|
|
2017
Q2 | $1.05M | Buy |
7,451
+2,128
| +40% | +$300K | 0.43% | 44 |
|
|
2017
Q1 | $749K | Buy |
+5,323
| New | +$749K | 0.32% | 51 |
|