GeoWealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.6K | Sell |
21
-5
| -19% | -$1.1K | ﹤0.01% | 1153 |
|
2025
Q1 | $5.7K | Buy |
26
+8
| +44% | +$1.75K | ﹤0.01% | 1010 |
|
2024
Q4 | $3.81K | Sell |
18
-1
| -5% | -$212 | ﹤0.01% | 1582 |
|
2024
Q3 | $4.15K | Buy |
+19
| New | +$4.15K | ﹤0.01% | 1474 |
|
2024
Q1 | – | Sell |
-1,913
| Closed | -$365K | – | 911 |
|
2023
Q4 | $365K | Buy |
+1,913
| New | +$365K | 0.03% | 381 |
|
2022
Q2 | – | Sell |
-585
| Closed | -$116K | – | 399 |
|
2022
Q1 | $116K | Buy |
+585
| New | +$116K | 0.01% | 317 |
|
2020
Q4 | – | Sell |
-1,838
| Closed | -$301K | – | 220 |
|
2020
Q3 | $301K | Buy |
+1,838
| New | +$301K | 0.09% | 121 |
|