Mission Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Sell	4,933 -326	-6%	-$74.7K	0.02%	313
2025 Q4	$1.11M	Sell	5,259 -293	-5%	-$62.3K	0.02%	313
2025 Q3	$1.19M	Buy	5,552 +954	+21%	+$209K	0.02%	304
2025 Q2	$1.01M	Buy	4,598 +1,098	+31%	+$241K	0.02%	328
2025 Q1	$766K	Sell	3,500 -26	-0.7%	-$5.62K	0.02%	361
2024 Q4	$745K	Sell	3,526 -265	-7%	-$57.4K	0.02%	344
2024 Q3	$828K	Sell	3,791 -192	-5%	-$40.7K	0.02%	327
2024 Q2	$809K	Buy	3,983 +136	+4%	+$27.6K	0.02%	320
2024 Q1	$785K	Buy	3,847 +122	+3%	+$24K	0.02%	344
2023 Q4	$711K	Buy	3,725 +182	+5%	+$33.4K	0.02%	295
2023 Q3	$647K	Sell	3,543 -294	-8%	-$56.7K	0.02%	298
2023 Q2	$746K	Sell	3,837 -517	-12%	-$101K	0.03%	274
2023 Q1	$843K	Buy	4,354 +770	+21%	+$146K	0.04%	256
2022 Q4	$687K	Buy	3,584 +842	+31%	+$158K	0.03%	265
2022 Q3	$471K	Buy	2,742 +80	+3%	+$15.1K	0.03%	301
2022 Q2	$493K	Sell	2,662 -102	-4%	-$19.7K	0.03%	297
2022 Q1	$542K	Sell	2,764 -88	-3%	-$17.1K	0.03%	298
2021 Q4	$570K	Sell	2,852 -126	-4%	-$23.7K	0.03%	285
2021 Q3	$534K	Hold	2,978	–	–	0.03%	280
2021 Q2	$544K	Buy	2,978 +146	+5%	+$26.7K	0.03%	269
2021 Q1	$505K	Buy	2,832 +263	+10%	+$45.1K	0.03%	258
2020 Q4	$447K	Sell	2,569 -491	-16%	-$83.3K	0.03%	261
2020 Q3	$500K	Sell	3,060 -366	-11%	-$58.9K	0.04%	204
2020 Q2	$512K	Sell	3,426 -68	-2%	-$10.1K	0.04%	179
2020 Q1	$482K	Buy	+3,494	New	+$538K	0.05%	163