EWA
Evolution Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
1,746
| – | – | 0.06% | 114 |
|
|
2025
Q1 | $382K | Buy |
1,746
+600
| +52% | +$131K | 0.06% | 102 |
|
|
2024
Q4 | $242K | Hold |
1,146
| – | – | 0.04% | 124 |
|
|
2024
Q3 | $250K | Sell |
1,146
-60
| -5% | -$13.1K | 0.05% | 111 |
|
|
2024
Q2 | $245K | Hold |
1,206
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $246K | Hold |
1,206
| – | – | 0.05% | 113 |
|
|
2023
Q4 | $230K | Buy |
+1,206
| New | +$230K | 0.05% | 112 |
|
|
2023
Q3 | – | Sell |
-1,391
| Closed | -$270K | – | 123 |
|
|
2023
Q2 | $270K | Sell |
1,391
-130
| -9% | -$25.3K | 0.06% | 97 |
|
|
2023
Q1 | $294K | Sell |
1,521
-20
| -1% | -$3.87K | 0.07% | 95 |
|
|
2022
Q4 | $295K | Hold |
1,541
| – | – | 0.07% | 98 |
|
|
2022
Q3 | $265K | Buy |
1,541
+441
| +40% | +$75.8K | 0.07% | 92 |
|
|
2022
Q2 | $204K | Sell |
1,100
-35
| -3% | -$6.49K | 0.05% | 103 |
|
|
2022
Q1 | $222K | Hold |
1,135
| – | – | 0.05% | 106 |
|
|
2021
Q4 | $227 | Hold |
1,135
| – | – | 0.03% | 119 |
|
|
2021
Q3 | $203K | Sell |
1,135
-5
| -0.4% | -$894 | 0.04% | 111 |
|
|
2021
Q2 | $208K | Buy |
1,140
+400
| +54% | +$73K | 0.04% | 117 |
|
|
2021
Q1 | $132K | Hold |
740
| – | – | 0.03% | 135 |
|
|
2020
Q4 | $129K | Sell |
740
-1,870
| -72% | -$326K | 0.03% | 124 |
|
|
2020
Q3 | $426K | Sell |
2,610
-6,740
| -72% | -$1.1M | 0.12% | 67 |
|
|
2020
Q2 | $1.4M | Hold |
9,350
| – | – | 0.46% | 39 |
|
|
2020
Q1 | $1.29M | Sell |
9,350
-1,030
| -10% | -$142K | 0.52% | 34 |
|
|
2019
Q4 | $1.67M | Sell |
10,380
-40
| -0.4% | -$6.45K | 0.42% | 32 |
|
|
2019
Q3 | $1.63M | Hold |
10,420
| – | – | 0.78% | 15 |
|
|
2019
Q2 | $1.55M | Buy |
10,420
+875
| +9% | +$130K | 0.67% | 20 |
|
|
2019
Q1 | $1.39M | Hold |
9,545
| – | – | 0.64% | 28 |
|
|
2018
Q4 | $1.25M | Buy |
+9,545
| New | +$1.25M | 0.57% | 40 |
|