Kellett 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
2024
Q2
Sell
-16,617
Closed -$3.39M 84
2024
Q1
$3.39M Buy
16,617
+3,928
+31% +$802K 2.35% 12
2023
Q4
$2.42M Buy
12,689
+10,686
+533% +$2.04M 1.8% 14
2023
Q3
$366K Buy
+2,003
New +$366K 0.31% 35