Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,014
| Closed | -$185K | – | 2244 |
|
|
2021
Q2 | $185K | Hold |
1,014
| – | – | 0.03% | 250 |
|
|
2021
Q1 | $180K | Hold |
1,014
| – | – | 0.04% | 201 |
|
|
2020
Q4 | $176K | Hold |
1,014
| – | – | 0.04% | 182 |
|
|
2020
Q3 | $165K | Buy |
1,014
+6
| +0.6% | +$976 | 0.05% | 168 |
|
|
2020
Q2 | $150K | Buy |
+1,008
| New | +$150K | 0.04% | 174 |
|
|
2019
Q1 | – | Sell |
-99
| Closed | -$12K | – | 1491 |
|
|
2018
Q4 | $12K | Buy |
+99
| New | +$12K | ﹤0.01% | 479 |
|