HWA
Hillcrest Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$211K | – | 51 |
|
|
2024
Q4 | $211K | Hold |
1,000
| – | – | 0.1% | 50 |
|
|
2024
Q3 | $218K | Hold |
1,000
| – | – | 0.11% | 46 |
|
|
2024
Q2 | $203K | Sell |
1,000
-500
| -33% | -$102K | 0.11% | 47 |
|
|
2024
Q1 | $306K | Hold |
1,500
| – | – | 0.17% | 39 |
|
|
2023
Q4 | $286K | Hold |
1,500
| – | – | 0.16% | 41 |
|
|
2023
Q3 | $274K | Hold |
1,500
| – | – | 0.16% | 42 |
|
|
2023
Q2 | $292K | Hold |
1,500
| – | – | 0.17% | 39 |
|
|
2023
Q1 | $290K | Hold |
1,500
| – | – | 0.17% | 40 |
|
|
2022
Q4 | $287K | Sell |
1,500
-250
| -14% | -$47.9K | 0.17% | 41 |
|
|
2022
Q3 | $301K | Hold |
1,750
| – | – | 0.19% | 40 |
|
|
2022
Q2 | $324K | Hold |
1,750
| – | – | 0.2% | 38 |
|
|
2022
Q1 | $343K | Hold |
1,750
| – | – | 0.19% | 39 |
|
|
2021
Q4 | $350K | Hold |
1,750
| – | – | 0.19% | 42 |
|
|
2021
Q3 | $314K | Hold |
1,750
| – | – | 0.19% | 43 |
|
|
2021
Q2 | $319K | Hold |
1,750
| – | – | 0.19% | 41 |
|
|
2021
Q1 | $312K | Hold |
1,750
| – | – | 0.19% | 44 |
|
|
2020
Q4 | $304K | Buy |
+1,750
| New | +$304K | 0.2% | 41 |
|