Heartwood Wealth 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 | $276K | Hold |
1,259
| – | – | 0.03% | 155 |
|
|
2025
Q1 | $275K | Hold |
1,259
| – | – | 0.03% | 146 |
|
|
2024
Q4 | $266K | Hold |
1,259
| – | – | 0.03% | 142 |
|
|
2024
Q3 | $275K | Hold |
1,259
| – | – | 0.03% | 140 |
|
|
2024
Q2 | $256K | Sell |
1,259
-2
| -0.2% | -$406 | 0.03% | 146 |
|
|
2024
Q1 | $257K | Hold |
1,261
| – | – | 0.03% | 125 |
|
|
2023
Q4 | $241K | Buy |
+1,261
| New | +$241K | 0.03% | 122 |
|
|
2023
Q2 | – | Sell |
-1,051
| Closed | -$203K | – | 147 |
|
|
2023
Q1 | $203K | Buy |
+1,051
| New | +$203K | 0.03% | 128 |
|
|
2022
Q2 | – | Sell |
-1,079
| Closed | -$211K | – | 130 |
|
|
2022
Q1 | $211K | Buy |
+1,079
| New | +$211K | 0.03% | 116 |
|
|
2021
Q3 | – | Sell |
-1,153
| Closed | -$210K | – | 101 |
|
|
2021
Q2 | $210K | Hold |
1,153
| – | – | 0.03% | 93 |
|
|
2021
Q1 | $205K | Hold |
1,153
| – | – | 0.03% | 83 |
|
|
2020
Q4 | $201K | Buy |
+1,153
| New | +$201K | 0.03% | 80 |
|