Inspirion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,700
| Closed | -$378K | – | 76 |
|
|
2018
Q3 | $378K | Hold |
2,700
| – | – | 0.16% | 50 |
|
|
2018
Q2 | $363K | Hold |
2,700
| – | – | 0.17% | 50 |
|
|
2018
Q1 | $368K | Sell |
2,700
-750
| -22% | -$102K | 0.18% | 46 |
|
|
2017
Q4 | $504K | Hold |
3,450
| – | – | 0.24% | 38 |
|
|
2017
Q3 | $478K | Buy |
3,450
+1,250
| +57% | +$173K | 0.24% | 39 |
|
|
2017
Q2 | $310K | Buy |
+2,200
| New | +$310K | 0.17% | 50 |
|