Keeler & Nadler Financial Planning & Wealth Management’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 | $4.29M | Buy |
19,591
+46
| +0.2% | +$10.1K | 1.72% | 16 |
|
2025
Q1 | $4.21M | Sell |
19,545
-333
| -2% | -$71.8K | 1.9% | 17 |
|
2024
Q4 | $4.2M | Sell |
19,878
-1,125
| -5% | -$238K | 1.97% | 15 |
|
2024
Q3 | $4.59M | Sell |
21,003
-1,902
| -8% | -$416K | 2.24% | 15 |
|
2024
Q2 | $4.65M | Sell |
22,905
-4,455
| -16% | -$904K | 2.55% | 12 |
|
2024
Q1 | $5.59M | Sell |
27,360
-5,986
| -18% | -$1.22M | 3.35% | 9 |
|
2023
Q4 | $6.37M | Buy |
+33,346
| New | +$6.37M | 4.61% | 7 |
|
2022
Q4 | $7.55M | Buy |
+39,422
| New | +$7.55M | 6.84% | 4 |
|
2021
Q4 | $7.15M | Buy |
+35,790
| New | +$7.15M | 6.59% | 4 |
|