J.P. Morgan Private Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$8.64M	Buy	47,276 +2,126	+5%	+$388K	0.02%	398
2023 Q2	$8.78M	Buy	45,150 +964	+2%	+$187K	0.05%	249
2023 Q1	$8.55M	Sell	44,186 -17,010	-28%	-$3.29M	0.02%	463
2022 Q4	$11.7M	Buy	61,196 +22,645	+59%	+$4.34M	0.03%	393
2022 Q3	$6.62M	Buy	38,551 +3,642	+10%	+$626K	0.02%	487
2022 Q2	$6.47M	Buy	34,909 +640	+2%	+$119K	0.02%	509
2022 Q1	$6.71M	Buy	34,269 +5,094	+17%	+$998K	0.01%	531
2021 Q4	$5.83M	Buy	29,175 +1,324	+5%	+$265K	0.01%	572
2021 Q3	$4.99M	Buy	27,851 +333	+1%	+$59.7K	0.01%	596
2021 Q2	$5.02M	Buy	27,518 +1,979	+8%	+$361K	0.01%	592
2021 Q1	$4.55M	Sell	25,539 -6,456	-20%	-$1.15M	0.01%	530
2020 Q4	$5.57M	Buy	31,995 +1,072	+3%	+$186K	0.02%	454
2020 Q3	$5.05M	Buy	30,923 +326	+1%	+$53.3K	0.02%	424
2020 Q2	$4.58M	Buy	30,597 +1,944	+7%	+$291K	0.02%	383
2020 Q1	$3.95M	Sell	28,653 -2,246	-7%	-$310K	0.02%	396
2019 Q4	$4.98M	Buy	30,899 +6,685	+28%	+$1.08M	0.02%	420
2019 Q3	$3.79M	Buy	24,214 +13,183	+120%	+$2.06M	0.02%	462
2019 Q2	$1.64M	Sell	11,031 -1,891	-15%	-$281K	0.01%	630
2019 Q1	$1.88M	Buy	12,922 +921	+8%	+$134K	0.01%	627
2018 Q4	$1.57M	Buy	12,001 +602	+5%	+$79K	0.01%	623
2018 Q3	$1.6M	Buy	11,399 +168	+1%	+$23.5K	0.01%	676
2018 Q2	$1.51M	Buy	11,231 +2,354	+27%	+$316K	0.01%	660
2018 Q1	$1.21M	Buy	8,877 +49	+0.6%	+$6.67K	0.01%	604
2017 Q4	$1.29M	Buy	8,828 +1,450	+20%	+$212K	0.01%	592
2017 Q3	$1.02M	Buy	7,378 +741	+11%	+$103K	0.01%	624
2017 Q2	$936K	Buy	6,637 +2,098	+46%	+$296K	0.01%	641
2017 Q1	$638K	Buy	4,539 +133	+3%	+$18.7K	﹤0.01%	773
2016 Q4	$590K	Sell	4,406 -4,578	-51%	-$613K	0.01%	747
2016 Q3	$1.23M	Buy	+8,984	New	+$1.23M	0.01%	540
2015 Q4	–	Sell	-1,847	Closed	-$224K	–	1211
2015 Q3	$224K	Buy	+1,847	New	+$224K	﹤0.01%	902