Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,161
| Closed | -$212K | – | 228 |
|
|
2021
Q2 | $212K | Buy |
1,161
+1
| +0.1% | +$183 | 0.02% | 213 |
|
|
2021
Q1 | $207K | Sell |
1,160
-47
| -4% | -$8.39K | 0.02% | 208 |
|
|
2020
Q4 | $210K | Buy |
+1,207
| New | +$210K | 0.02% | 203 |
|
|
2020
Q1 | – | Sell |
-1,316
| Closed | -$212K | – | 212 |
|
|
2019
Q4 | $212K | Buy |
1,316
+4
| +0.3% | +$644 | 0.03% | 200 |
|
|
2019
Q3 | $205K | Hold |
1,312
| – | – | 0.03% | 192 |
|
|
2019
Q2 | $195K | Buy |
+1,312
| New | +$195K | 0.03% | 191 |
|
|
2019
Q1 | – | Sell |
-1,078
| Closed | -$141K | – | 725 |
|
|
2018
Q4 | $141K | Buy |
+1,078
| New | +$141K | 0.02% | 213 |
|