MinichMacGregor Wealth Management’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
Q1 | – | Sell |
-494
| Closed | -$94.7K | – | 625 |
|
|
2022
Q4 | $94.7K | Buy |
+494
| New | +$94.7K | 0.03% | 114 |
|
|
2018
Q4 | – | Sell |
-123
| Closed | -$17K | – | 500 |
|
|
2018
Q3 | $17K | Buy |
123
+2
| +2% | +$276 | 0.01% | 243 |
|
|
2018
Q2 | $16K | Hold |
121
| – | – | 0.01% | 238 |
|
|
2018
Q1 | $16K | Buy |
121
+1
| +0.8% | +$132 | 0.01% | 234 |
|
|
2017
Q4 | $17K | Buy |
120
+1
| +0.8% | +$142 | 0.01% | 226 |
|
|
2017
Q3 | $16K | Buy |
119
+1
| +0.8% | +$134 | 0.01% | 223 |
|
|
2017
Q2 | $16K | Hold |
118
| – | – | 0.01% | 217 |
|
|
2017
Q1 | $16K | Buy |
118
+1
| +0.9% | +$136 | 0.01% | 211 |
|
|
2016
Q4 | $15K | Buy |
117
+1
| +0.9% | +$128 | 0.01% | 209 |
|
|
2016
Q3 | $16K | Hold |
116
| – | – | 0.02% | 206 |
|
|
2016
Q2 | $16K | Buy |
116
+1
| +0.9% | +$138 | 0.02% | 195 |
|
|
2016
Q1 | $15K | Buy |
115
+3
| +3% | +$391 | 0.01% | 205 |
|
|
2015
Q4 | $14K | Buy |
+112
| New | +$14K | 0.01% | 201 |
|