Elm Partners 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
Q1 | – | Sell |
-1,994
| Closed | -$421K | – | 73 |
|
2024
Q4 | $421K | Sell |
1,994
-358
| -15% | -$75.7K | 0.03% | 52 |
|
2024
Q3 | $514K | Buy |
2,352
+546
| +30% | +$119K | 0.04% | 47 |
|
2024
Q2 | $367K | Sell |
1,806
-509
| -22% | -$103K | 0.03% | 53 |
|
2024
Q1 | $473K | Buy |
2,315
+511
| +28% | +$104K | 0.04% | 45 |
|
2023
Q4 | $344K | Buy |
1,804
+488
| +37% | +$93.2K | 0.03% | 44 |
|
2023
Q3 | $240K | Buy |
+1,316
| New | +$240K | 0.02% | 47 |
|
2022
Q2 | – | Sell |
-193
| Closed | -$38K | – | 42 |
|
2022
Q1 | $38K | Buy |
+193
| New | +$38K | ﹤0.01% | 41 |
|