IWA
IVC 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
Q2 | $320K | Buy |
1,460
+1
| +0.1% | +$219 | 0.16% | 118 |
|
|
2025
Q1 | $319K | Hold |
1,459
| – | – | 0.17% | 120 |
|
|
2024
Q4 | $308K | Sell |
1,459
-48
| -3% | -$10.1K | 0.17% | 115 |
|
|
2024
Q3 | $329K | Buy |
1,507
+2
| +0.1% | +$437 | 0.18% | 113 |
|
|
2024
Q2 | $306K | Hold |
1,505
| – | – | 0.17% | 118 |
|
|
2024
Q1 | $307K | Sell |
1,505
-148
| -9% | -$30.2K | 0.18% | 121 |
|
|
2023
Q4 | $316K | Hold |
1,653
| – | – | 0.2% | 107 |
|
|
2023
Q3 | $302K | Hold |
1,653
| – | – | 0.2% | 108 |
|
|
2023
Q2 | $321K | Hold |
1,653
| – | – | 0.2% | 109 |
|
|
2023
Q1 | $320K | Hold |
1,653
| – | – | 0.23% | 102 |
|
|
2022
Q4 | $317K | Hold |
1,653
| – | – | 0.23% | 102 |
|
|
2022
Q3 | $284K | Sell |
1,653
-2
| -0.1% | -$344 | 0.23% | 108 |
|
|
2022
Q2 | $307K | Hold |
1,655
| – | – | 0.24% | 104 |
|
|
2022
Q1 | $324K | Hold |
1,655
| – | – | 0.21% | 107 |
|
|
2021
Q4 | $331K | Hold |
1,655
| – | – | 0.21% | 104 |
|
|
2021
Q3 | $297K | Buy |
1,655
+100
| +6% | +$17.9K | 0.2% | 106 |
|
|
2021
Q2 | $284K | Buy |
+1,555
| New | +$284K | 0.2% | 111 |
|