Concurrent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
4,662
-116
| -2% | -$25.4K | 0.02% | 584 |
|
|
2025
Q1 | $1.04M | Sell |
4,778
-2,732
| -36% | -$597K | 0.03% | 535 |
|
|
2024
Q4 | $1.59M | Buy |
7,510
+5,739
| +324% | +$1.21M | 0.04% | 375 |
|
|
2024
Q3 | $387K | Buy |
1,771
+76
| +4% | +$16.6K | 0.01% | 689 |
|
|
2024
Q2 | $344K | Sell |
1,695
-2
| -0.1% | -$406 | 0.01% | 688 |
|
|
2024
Q1 | $346K | Sell |
1,697
-781
| -32% | -$159K | 0.01% | 635 |
|
|
2023
Q4 | $473K | Buy |
+2,478
| New | +$473K | 0.02% | 505 |
|