Aspiriant LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,365
| Closed | -$328K | – | 178 |
|
|
2017
Q3 | $328K | Buy |
2,365
+17
| +0.7% | +$2.36K | 0.03% | 158 |
|
|
2017
Q2 | $331K | Hold |
2,348
| – | – | 0.03% | 165 |
|
|
2017
Q1 | $330K | Sell |
2,348
-692
| -23% | -$97.3K | 0.03% | 169 |
|
|
2016
Q4 | $407K | Buy |
3,040
+21
| +0.7% | +$2.81K | 0.04% | 145 |
|
|
2016
Q3 | $413K | Sell |
3,019
-1,449
| -32% | -$198K | 0.04% | 149 |
|
|
2016
Q2 | $631K | Buy |
+4,468
| New | +$631K | 0.06% | 124 |
|