Lake Street Private Wealth’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 | $236K | Buy |
1,076
+4
| +0.4% | +$876 | 0.03% | 232 |
|
2025
Q1 | $235K | Buy |
1,072
+4
| +0.4% | +$876 | 0.04% | 222 |
|
2024
Q4 | $226K | Buy |
1,068
+9
| +0.8% | +$1.9K | 0.04% | 223 |
|
2024
Q3 | $231K | Buy |
1,059
+6
| +0.6% | +$1.31K | 0.04% | 232 |
|
2024
Q2 | $214K | Hold |
1,053
| – | – | 0.03% | 301 |
|
2024
Q1 | $215K | Buy |
1,053
+3
| +0.3% | +$612 | 0.03% | 295 |
|
2023
Q4 | $200K | Buy |
+1,050
| New | +$200K | 0.03% | 294 |
|
2023
Q3 | – | Sell |
-1,038
| Closed | -$202K | – | 302 |
|
2023
Q2 | $202K | Hold |
1,038
| – | – | 0.04% | 272 |
|
2023
Q1 | $201K | Buy |
+1,038
| New | +$201K | 0.04% | 267 |
|
2022
Q1 | – | Sell |
-1,029
| Closed | -$206K | – | 355 |
|
2021
Q4 | $206K | Buy |
+1,029
| New | +$206K | 0.04% | 310 |
|