Congress Wealth Management’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 | $3.73M | Buy |
17,038
+12,569
| +281% | +$2.75M | 0.04% | 438 |
|
|
2025
Q1 | $977K | Sell |
4,469
-1,967
| -31% | -$430K | 0.01% | 640 |
|
|
2024
Q4 | $1.36M | Sell |
6,436
-11,078
| -63% | -$2.34M | 0.02% | 470 |
|
|
2024
Q3 | $3.83M | Buy |
17,514
+6,036
| +53% | +$1.32M | 0.05% | 331 |
|
|
2024
Q2 | $2.33M | Buy |
11,478
+6,156
| +116% | +$1.25M | 0.04% | 334 |
|
|
2024
Q1 | $1.09M | Sell |
5,322
-238
| -4% | -$48.6K | 0.02% | 369 |
|
|
2023
Q4 | $1.06M | Buy |
+5,560
| New | +$1.06M | 0.02% | 384 |
|
|
2023
Q3 | – | Sell |
-10,659
| Closed | -$2.07M | – | 625 |
|
|
2023
Q2 | $2.07M | Buy |
10,659
+4,708
| +79% | +$915K | 0.05% | 257 |
|
|
2023
Q1 | $1.15M | Buy |
5,951
+4,812
| +422% | +$931K | 0.03% | 325 |
|
|
2022
Q4 | $218K | Sell |
1,139
-11,883
| -91% | -$2.28M | 0.01% | 525 |
|
|
2022
Q3 | $2.24M | Buy |
13,022
+121
| +0.9% | +$20.8K | 0.06% | 262 |
|
|
2022
Q2 | $2.39M | Sell |
12,901
-155
| -1% | -$28.7K | 0.06% | 263 |
|
|
2022
Q1 | $2.56M | Buy |
13,056
+2,139
| +20% | +$419K | 0.06% | 276 |
|
|
2021
Q4 | $2.18M | Buy |
+10,917
| New | +$2.18M | 0.04% | 300 |
|