JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$185 | – | 1968 |
|
|
2025
Q1 | $185 | Hold |
1
| – | – | ﹤0.01% | 1843 |
|
|
2024
Q4 | $179 | Hold |
1
| – | – | ﹤0.01% | 1855 |
|
|
2024
Q3 | $185 | Hold |
1
| – | – | ﹤0.01% | 1874 |
|
|
2024
Q2 | $172 | Hold |
1
| – | – | ﹤0.01% | 1904 |
|
|
2024
Q1 | $173 | Hold |
1
| – | – | ﹤0.01% | 1906 |
|
|
2023
Q4 | $162 | Hold |
1
| – | – | ﹤0.01% | 1922 |
|
|
2023
Q3 | $155 | Buy |
+1
| New | +$155 | ﹤0.01% | 1886 |
|
|
2020
Q4 | – | Sell |
-103
| Closed | -$17K | – | 628 |
|
|
2020
Q3 | $17K | Sell |
103
-397
| -79% | -$65.5K | ﹤0.01% | 334 |
|
|
2020
Q2 | $75K | Buy |
+500
| New | +$75K | 0.02% | 200 |
|