H&H Retirement Design & 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
2023
Q1
Sell
-2,920
Closed -$564K 94
2022
Q4
$564K Buy
2,920
+22
+0.8% +$4.25K 0.48% 37
2022
Q3
$505K Sell
2,898
-170
-6% -$29.6K 0.48% 39
2022
Q2
$591K Sell
3,068
-1,527
-33% -$294K 0.43% 41
2022
Q1
$934K Sell
4,595
-361
-7% -$73.4K 0.64% 29
2021
Q4
$972K Buy
+4,956
New +$972K 0.61% 34