Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-91
| Closed | -$16K | – | 762 |
|
|
2020
Q4 | $16K | Hold |
91
| – | – | ﹤0.01% | 353 |
|
|
2020
Q3 | $15K | Hold |
91
| – | – | ﹤0.01% | 331 |
|
|
2020
Q2 | $14K | Buy |
+91
| New | +$14K | ﹤0.01% | 339 |
|
|
2016
Q4 | – | Sell |
-569
| Closed | -$78K | – | 186 |
|
|
2016
Q3 | $78K | Hold |
569
| – | – | 0.02% | 61 |
|
|
2016
Q2 | $80K | Hold |
569
| – | – | 0.02% | 62 |
|
|
2016
Q1 | $77K | Hold |
569
| – | – | 0.02% | 65 |
|
|
2015
Q4 | $73K | Buy |
+569
| New | +$73K | 0.02% | 65 |
|