FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $504K | Buy |
2,542
+741
| +41% | +$147K | 0.18% | 100 |
|
|
2023
Q4 | $344K | Buy |
1,801
+229
| +15% | +$43.7K | 0.13% | 143 |
|
|
2023
Q3 | $287K | Sell |
1,572
-100
| -6% | -$18.3K | 0.12% | 147 |
|
|
2023
Q2 | $325K | Buy |
1,672
+355
| +27% | +$69K | 0.14% | 125 |
|
|
2023
Q1 | $255K | Buy |
1,317
+84
| +7% | +$16.3K | 0.13% | 149 |
|
|
2022
Q4 | $236K | Buy |
1,233
+8
| +0.7% | +$1.53K | 0.13% | 152 |
|
|
2022
Q3 | $210K | Buy |
+1,225
| New | +$210K | 0.14% | 135 |
|
|
2022
Q2 | – | Sell |
-1,701
| Closed | -$333K | – | 157 |
|
|
2022
Q1 | $333K | Buy |
1,701
+335
| +25% | +$65.6K | 0.26% | 90 |
|
|
2021
Q4 | $273K | Buy |
+1,366
| New | +$273K | 0.17% | 103 |
|