M Wealth Management LLC’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
$760K Buy
3,471
+12
+0.3% +$2.63K 0.7% 21
2025
Q1
$757K Buy
3,459
+11
+0.3% +$2.41K 0.71% 20
2024
Q4
$729K Buy
+3,448
New +$729K 0.67% 20