Concurrent Investment Advisors’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
2025
Q2
$1.02M Sell
2025
Q1
$1.04M Sell
2024
Q4
$1.59M Buy
2024
Q3
$387K Buy
2024
Q2
$344K Sell
2024
Q1
$346K Sell
2023
Q4
$473K Buy