Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,732
| Closed | -$399K | – | 380 |
|
|
2017
Q4 | $399K | Sell |
2,732
-122
| -4% | -$17.8K | 0.11% | 206 |
|
|
2017
Q3 | $395K | Sell |
2,854
-305
| -10% | -$42.2K | 0.13% | 178 |
|
|
2017
Q2 | $445K | Sell |
3,159
-181
| -5% | -$25.5K | 0.16% | 163 |
|
|
2017
Q1 | $469K | Buy |
3,340
+323
| +11% | +$45.4K | 0.18% | 140 |
|
|
2016
Q4 | $404K | Sell |
3,017
-163
| -5% | -$21.8K | 0.18% | 142 |
|
|
2016
Q3 | $435K | Buy |
3,180
+813
| +34% | +$111K | 0.21% | 122 |
|
|
2016
Q2 | $334K | Buy |
+2,367
| New | +$334K | 0.16% | 155 |
|