Essential Planning’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 | $265K | Hold |
1,211
| – | – | 0.1% | 73 |
|
|
2025
Q1 | $265K | Sell |
1,211
-76,190
| -98% | -$16.7M | 0.11% | 70 |
|
|
2024
Q4 | $16.8M | Buy |
77,401
+76,154
| +6,107% | +$16.5M | 0.11% | 64 |
|
|
2024
Q3 | $272K | Sell |
1,247
-54
| -4% | -$11.8K | 0.11% | 68 |
|
|
2024
Q2 | $264K | Sell |
1,301
-34
| -3% | -$6.9K | 0.12% | 59 |
|
|
2024
Q1 | $255K | Sell |
1,335
-18
| -1% | -$3.44K | 0.13% | 56 |
|
|
2023
Q4 | $258K | Hold |
1,353
| – | – | 0.13% | 55 |
|
|
2023
Q3 | $247K | Sell |
1,353
-57
| -4% | -$10.4K | 0.14% | 50 |
|
|
2023
Q2 | $274K | Sell |
1,410
-198
| -12% | -$38.5K | 0.16% | 45 |
|
|
2023
Q1 | $311K | Sell |
1,608
-706
| -31% | -$137K | 0.19% | 41 |
|
|
2022
Q4 | $400K | Buy |
+2,314
| New | +$400K | 0.31% | 28 |
|