Glass Jacobson Investment Advisors’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 | $245K | Buy |
1,121
+229
| +26% | +$50.1K | 0.09% | 169 |
|
2025
Q1 | $188K | Hold |
892
| – | – | 0.06% | 235 |
|
2024
Q4 | $188K | Buy |
892
+25
| +3% | +$5.28K | 0.06% | 235 |
|
2024
Q3 | $190K | Buy |
867
+47
| +6% | +$10.3K | 0.06% | 226 |
|
2024
Q2 | $167K | Buy |
820
+27
| +3% | +$5.48K | 0.06% | 232 |
|
2024
Q1 | $162K | Buy |
793
+6
| +0.8% | +$1.23K | 0.06% | 231 |
|
2023
Q4 | $150K | Buy |
787
+143
| +22% | +$27.3K | 0.06% | 230 |
|
2023
Q3 | $118K | Hold |
644
| – | – | 0.05% | 242 |
|
2023
Q2 | $125K | Buy |
+644
| New | +$125K | 0.06% | 235 |
|
2022
Q4 | $54.8K | Buy |
+286
| New | +$54.8K | 0.03% | 335 |
|