Financial Advocates Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,427
| Closed | -$280K | – | 789 |
|
2022
Q1 | $280K | Sell |
1,427
-13
| -0.9% | -$2.55K | 0.02% | 595 |
|
2021
Q4 | $288K | Hold |
1,440
| – | – | 0.02% | 638 |
|
2021
Q3 | $258K | Sell |
1,440
-2
| -0.1% | -$358 | 0.02% | 639 |
|
2021
Q2 | $263K | Sell |
1,442
-262
| -15% | -$47.8K | 0.02% | 619 |
|
2021
Q1 | $288K | Sell |
1,704
-171
| -9% | -$28.9K | 0.02% | 604 |
|
2020
Q4 | $326K | Sell |
1,875
-272
| -13% | -$47.3K | 0.02% | 542 |
|
2020
Q3 | $350K | Buy |
2,147
+17
| +0.8% | +$2.77K | 0.03% | 438 |
|
2020
Q2 | $319K | Buy |
2,130
+389
| +22% | +$58.3K | 0.03% | 437 |
|
2020
Q1 | $240K | Buy |
+1,741
| New | +$240K | 0.03% | 397 |
|