Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $848K | Sell |
4,730
-44
| -0.9% | -$7.89K | 0.33% | 58 |
|
|
2021
Q2 | $871K | Hold |
4,774
| – | – | 0.35% | 53 |
|
|
2021
Q1 | $851K | Buy |
4,774
+100
| +2% | +$17.8K | 0.36% | 50 |
|
|
2020
Q4 | $813K | Hold |
4,674
| – | – | 0.35% | 50 |
|
|
2020
Q3 | $764K | Hold |
4,674
| – | – | 0.38% | 48 |
|
|
2020
Q2 | $699K | Hold |
4,674
| – | – | 0.39% | 51 |
|
|
2020
Q1 | $644K | Sell |
4,674
-25
| -0.5% | -$3.45K | 0.44% | 46 |
|
|
2019
Q4 | $757K | Hold |
4,699
| – | – | 0.41% | 53 |
|
|
2019
Q3 | $736K | Hold |
4,699
| – | – | 0.46% | 50 |
|
|
2019
Q2 | $699K | Hold |
4,699
| – | – | 0.42% | 50 |
|
|
2019
Q1 | $682K | Hold |
4,699
| – | – | 0.41% | 52 |
|
|
2018
Q4 | $616K | Buy |
4,699
+133
| +3% | +$17.4K | 0.42% | 50 |
|
|
2018
Q3 | $640K | Hold |
4,566
| – | – | 0.4% | 51 |
|
|
2018
Q2 | $613K | Hold |
4,566
| – | – | 0.4% | 52 |
|
|
2018
Q1 | $622K | Sell |
4,566
-72
| -2% | -$9.81K | 0.43% | 47 |
|
|
2017
Q4 | $677K | Hold |
4,638
| – | – | 0.43% | 48 |
|
|
2017
Q3 | $643K | Hold |
4,638
| – | – | 0.42% | 47 |
|
|
2017
Q2 | $654K | Hold |
4,638
| – | – | 0.45% | 47 |
|
|
2017
Q1 | $652K | Hold |
4,638
| – | – | 0.47% | 47 |
|
|
2016
Q4 | $621K | Sell |
4,638
-1,122
| -19% | -$150K | 0.45% | 47 |
|
|
2016
Q3 | $788K | Buy |
5,760
+1,948
| +51% | +$266K | 0.59% | 42 |
|
|
2016
Q2 | $538K | Hold |
3,812
| – | – | 0.44% | 48 |
|
|
2016
Q1 | $516K | Sell |
3,812
-341
| -8% | -$46.2K | 0.44% | 49 |
|
|
2015
Q4 | $536K | Buy |
+4,153
| New | +$536K | 0.45% | 51 |
|