Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.91M | Buy |
37,822
+3,609
| +11% | +$659K | 5.75% | 3 |
|
|
2023
Q2 | $6.65M | Buy |
34,213
+1,602
| +5% | +$312K | 6.02% | 2 |
|
|
2023
Q1 | $6.31M | Sell |
32,611
-9,197
| -22% | -$1.78M | 5.82% | 2 |
|
|
2022
Q4 | $8.01M | Sell |
41,808
-7,919
| -16% | -$1.52M | 5.96% | 4 |
|
|
2022
Q3 | $8.54M | Buy |
49,727
+26,891
| +118% | +$4.62M | 6.41% | 4 |
|
|
2022
Q2 | $4.29M | Buy |
+22,836
| New | +$4.29M | 3.48% | 8 |
|