Concord Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-176	Closed	-$37.3K	–	754
2025 Q4	$37.3K	Buy	176 +8	+5%	+$1.7K	﹤0.01%	364
2025 Q3	$35.8K	Buy	168 +1	+0.6%	+$219	﹤0.01%	383
2025 Q2	$36.6K	Buy	167 +1	+0.6%	+$219	0.01%	377
2025 Q1	$36.4K	Sell	166 -30	-15%	-$6.48K	0.01%	369
2024 Q4	$41.5K	Sell	196 -8	-4%	-$1.73K	0.01%	358
2024 Q3	$44.5K	Buy	204 +1	+0.5%	+$212	0.01%	352
2024 Q2	$41.1K	Sell	203 -82	-29%	-$16.7K	0.01%	334
2024 Q1	$58.2K	Buy	285 +1	+0.4%	+$196	0.01%	328
2023 Q4	$54.3K	Sell	284 -17	-6%	-$3.12K	0.01%	349
2023 Q3	$54.9K	Sell	301 -27	-8%	-$5.21K	0.01%	366
2023 Q2	$63.7K	Sell	328 -81	-20%	-$15.8K	0.01%	326
2023 Q1	$79.1K	Sell	409 -162	-28%	-$30.7K	0.02%	282
2022 Q4	$109K	Buy	+571	New	+$107K	0.03%	234
2022 Q3	–	Sell	-595	Closed	-$110K	–	1104
2022 Q2	$110K	Sell	595 -1	-0.2%	-$193	0.03%	248
2022 Q1	$117K	Sell	596 -130	-18%	-$25.3K	0.03%	274
2021 Q4	$145K	Buy	726 +666	+1,110%	+$125K	0.04%	243
2021 Q3	$11K	Sell	60 -55	-48%	-$10.2K	﹤0.01%	461
2021 Q2	$21K	Sell	115 -139	-55%	-$25.4K	0.01%	496
2021 Q1	$45K	Buy	254 +223	+719%	+$38.3K	0.02%	356
2020 Q4	$5K	Buy	+31	New	+$5.26K	﹤0.01%	424