HCWM
Harrison & Co Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $562K | Buy |
2,933
+143
| +5% | +$27.4K | 0.54% | 68 |
|
|
2022
Q3 | $479K | Sell |
2,790
-317
| -10% | -$54.4K | 0.51% | 67 |
|
|
2022
Q2 | $576K | Hold |
3,107
| – | – | 0.55% | 67 |
|
|
2022
Q1 | $609K | Sell |
3,107
-442
| -12% | -$86.6K | 0.53% | 68 |
|
|
2021
Q4 | $709K | Buy |
+3,549
| New | +$709K | 0.6% | 68 |
|