EverSource 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
2026 Q1	$292K	Buy	1,298 +225	+21%	+$51.5K	0.01%	860
2025 Q4	$227K	Sell	1,073 -77	-7%	-$16.4K	0.01%	888
2025 Q3	$246K	Sell	1,150 -203	-15%	-$44.5K	0.01%	807
2025 Q2	$296K	Buy	1,353 +639	+89%	+$140K	0.01%	675
2025 Q1	$156K	Buy	714 +491	+220%	+$106K	0.01%	754
2024 Q4	$47.1K	Hold	223	–	–	﹤0.01%	1216
2024 Q3	$48.7K	Hold	223	–	–	﹤0.01%	1085
2024 Q2	$46.2K	Hold	223	–	–	﹤0.01%	1122
2024 Q1	$44.8K	Buy	223 +142	+175%	+$27.9K	﹤0.01%	1025
2023 Q4	$15.5K	Sell	81 -474	-85%	-$87K	﹤0.01%	1364
2023 Q3	$101K	Buy	555 +381	+219%	+$73.5K	0.01%	562
2023 Q2	$33.8K	Buy	174 +105	+152%	+$20.5K	﹤0.01%	979
2023 Q1	$13.4K	Sell	69 -7	-9%	-$1.33K	﹤0.01%	1247
2022 Q4	$14.6K	Buy	76 +72	+1,800%	+$13.5K	﹤0.01%	1186
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1917
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	1681
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	1669
2021 Q4	$1K	Buy	+4	New	+$754	﹤0.01%	1737