EP Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
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|
2025
Q1 | $793K | Sell |
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|
2024
Q4 | $852K | Sell |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $5.07M | Buy |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $268K | Buy |
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