Financial Partners Capital 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
Q4
$653K Sell
3,407
-771
-18% -$148K 0.15% 90
2022
Q3
$718K Buy
4,178
+41
+1% +$7.04K 0.17% 94
2022
Q2
$767K Buy
+4,137
New +$767K 0.16% 95
2021
Q2
Sell
-2,441
Closed -$435K 114
2021
Q1
$435K Sell
2,441
-1,414
-37% -$252K 0.09% 87
2020
Q4
$670K Buy
3,855
+96
+3% +$16.7K 0.15% 69
2020
Q3
$614K Hold
3,759
0.16% 65
2020
Q2
$562K Buy
+3,759
New +$562K 0.16% 64