Kingswood 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 | $2.13M | Sell |
9,740
-1,452
| -13% | -$318K | 0.17% | 131 |
|
|
2025
Q1 | $2.45M | Buy |
11,192
+3,771
| +51% | +$825K | 0.22% | 106 |
|
|
2024
Q4 | $1.57M | Sell |
7,421
-17,475
| -70% | -$3.69M | 0.12% | 182 |
|
|
2024
Q3 | $5.44M | Buy |
24,896
+20,957
| +532% | +$4.58M | 0.39% | 56 |
|
|
2024
Q2 | $800K | Sell |
3,939
-621
| -14% | -$126K | 0.07% | 278 |
|
|
2024
Q1 | $931K | Sell |
4,560
-2,341
| -34% | -$478K | 0.11% | 220 |
|
|
2023
Q4 | $1.32M | Buy |
+6,901
| New | +$1.32M | 0.15% | 155 |
|