Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $279K | Hold |
1,375
| – | – | 0.15% | 124 |
|
|
2024
Q1 | $281K | Hold |
1,375
| – | – | 0.14% | 131 |
|
|
2023
Q4 | $263K | Buy |
+1,375
| New | +$263K | 0.14% | 129 |
|
|
2022
Q4 | $1.21M | Buy |
6,327
+2,628
| +71% | +$503K | 0.17% | 99 |
|
|
2022
Q3 | $636K | Sell |
3,699
-456
| -11% | -$78.4K | 0.2% | 84 |
|
|
2022
Q2 | $770K | Sell |
4,155
-584
| -12% | -$108K | 0.26% | 70 |
|
|
2022
Q1 | $928K | Buy |
+4,739
| New | +$928K | 0.25% | 72 |
|
|
2021
Q3 | $246K | Hold |
1,375
| – | – | 0.09% | 180 |
|
|
2021
Q2 | $251K | Hold |
1,375
| – | – | 0.1% | 188 |
|
|
2021
Q1 | $245K | Buy |
+1,375
| New | +$245K | 0.14% | 135 |
|