Moneta Group Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
7,370
+55
| +0.8% | +$12K | 0.02% | 248 |
|
|
2025
Q1 | $1.6M | Sell |
7,315
-246
| -3% | -$53.8K | 0.02% | 233 |
|
|
2024
Q4 | $1.6M | Sell |
7,561
-77
| -1% | -$16.3K | 0.02% | 230 |
|
|
2024
Q3 | $1.67M | Buy |
7,638
+25
| +0.3% | +$5.46K | 0.02% | 217 |
|
|
2024
Q2 | $1.55M | Buy |
7,613
+1,643
| +28% | +$334K | 0.02% | 215 |
|
|
2024
Q1 | $1.22M | Buy |
5,970
+3,032
| +103% | +$619K | 0.02% | 239 |
|
|
2023
Q4 | $561K | Sell |
2,938
-137
| -4% | -$26.2K | 0.01% | 321 |
|
|
2023
Q3 | $562K | Buy |
3,075
+347
| +13% | +$63.4K | 0.01% | 291 |
|
|
2023
Q2 | $530K | Sell |
2,728
-537
| -16% | -$104K | 0.01% | 316 |
|
|
2023
Q1 | $632K | Buy |
3,265
+12
| +0.4% | +$2.32K | 0.02% | 276 |
|
|
2022
Q4 | $622K | Buy |
3,253
+1,396
| +75% | +$267K | 0.02% | 264 |
|
|
2022
Q3 | $319K | Buy |
1,857
+233
| +14% | +$40K | 0.01% | 341 |
|
|
2022
Q2 | $301K | Buy |
+1,624
| New | +$301K | 0.01% | 386 |
|
|
2018
Q3 | – | Sell |
-285
| Closed | -$38K | – | 370 |
|
|
2018
Q2 | $38K | Buy |
+285
| New | +$38K | ﹤0.01% | 328 |
|