Independent Family Office’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 | $1.24M | Hold |
5,640
| – | – | 0.57% | 31 |
|
2025
Q1 | $1.23M | Hold |
5,640
| – | – | 0.65% | 26 |
|
2024
Q4 | $1.19M | Sell |
5,640
-1,269
| -18% | -$268K | 0.62% | 29 |
|
2024
Q3 | $1.51M | Hold |
6,909
| – | – | 0.76% | 25 |
|
2024
Q2 | $1.4M | Hold |
6,909
| – | – | 0.8% | 22 |
|
2024
Q1 | $1.41M | Hold |
6,909
| – | – | 0.76% | 25 |
|
2023
Q4 | $1.32M | Sell |
6,909
-820
| -11% | -$157K | 0.75% | 28 |
|
2023
Q3 | $1.41M | Hold |
7,729
| – | – | 0.88% | 26 |
|
2023
Q2 | $1.5M | Hold |
7,729
| – | – | 0.91% | 25 |
|
2023
Q1 | $1.5M | Hold |
7,729
| – | – | 0.86% | 24 |
|
2022
Q4 | $1.48M | Hold |
7,729
| – | – | 0.89% | 24 |
|
2022
Q3 | $1.33M | Hold |
7,729
| – | – | 0.65% | 25 |
|
2022
Q2 | $1.43K | Buy |
7,729
+820
| +12% | +$152 | 0.71% | 21 |
|
2022
Q1 | $1.35M | Sell |
6,909
-820
| -11% | -$161K | 0.44% | 23 |
|
2021
Q4 | $1.55M | Hold |
7,729
| – | – | 0.58% | 17 |
|
2021
Q3 | $1.39M | Hold |
7,729
| – | – | 0.57% | 16 |
|
2021
Q2 | $1.41M | Hold |
7,729
| – | – | 0.55% | 17 |
|
2021
Q1 | $1.38M | Hold |
7,729
| – | – | 0.54% | 19 |
|
2020
Q4 | $1.34M | Hold |
7,729
| – | – | 0.56% | 19 |
|
2020
Q3 | $1.26M | Hold |
7,729
| – | – | 0.6% | 18 |
|
2020
Q2 | $1.16M | Hold |
7,729
| – | – | 0.6% | 18 |
|
2020
Q1 | $1.07M | Hold |
7,729
| – | – | 0.66% | 16 |
|
2019
Q4 | $1.25M | Buy |
+7,729
| New | +$1.25M | 0.78% | 16 |
|