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 |
|