Elwood & Goetz Wealth Advisory Group’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 | $372K | Sell |
1,697
-28
| -2% | -$6.13K | 0.08% | 74 |
|
|
2025
Q1 | $378K | Sell |
1,725
-136
| -7% | -$29.8K | 0.09% | 62 |
|
|
2024
Q4 | $393K | Sell |
1,861
-229
| -11% | -$48.4K | 0.1% | 64 |
|
|
2024
Q3 | $457K | Sell |
2,090
-882
| -30% | -$193K | 0.11% | 58 |
|
|
2024
Q2 | $603K | Sell |
2,972
-58,811
| -95% | -$11.9M | 0.17% | 39 |
|
|
2024
Q1 | $12.6M | Sell |
61,783
-57,805
| -48% | -$11.8M | 3.06% | 11 |
|
|
2023
Q4 | $22.8M | Buy |
119,588
+5,955
| +5% | +$1.14M | 4.83% | 8 |
|
|
2023
Q3 | $20.8M | Sell |
113,633
-2,269
| -2% | -$414K | 4.81% | 7 |
|
|
2023
Q2 | $22.5M | Buy |
115,902
+1,362
| +1% | +$265K | 5.14% | 8 |
|
|
2023
Q1 | $22.2M | Buy |
114,540
+9,019
| +9% | +$1.75M | 5.29% | 7 |
|
|
2022
Q4 | $20.2M | Buy |
105,521
+5,898
| +6% | +$1.13M | 6.16% | 6 |
|
|
2022
Q3 | $17.1M | Buy |
99,623
+698
| +0.7% | +$120K | 5.78% | 6 |
|
|
2022
Q2 | $18.3M | Sell |
98,925
-21,545
| -18% | -$3.99M | 6.13% | 6 |
|
|
2022
Q1 | $23.6M | Buy |
120,470
+2,480
| +2% | +$486K | 7.32% | 6 |
|
|
2021
Q4 | $23.6M | Buy |
117,990
+3,210
| +3% | +$642K | 7.34% | 7 |
|
|
2021
Q3 | $20.6M | Buy |
+114,780
| New | +$20.6M | 7.1% | 7 |
|