Monumental Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $8.99M | Buy |
41,135
+6,967
| +20% | +$1.52M | 3.33% | 11 |
|
2024
Q2 | $6.94M | Buy |
34,168
+5,937
| +21% | +$1.21M | 3.03% | 12 |
|
2024
Q1 | $5.76M | Buy |
28,231
+1,141
| +4% | +$233K | 3.07% | 11 |
|
2023
Q4 | $5.17M | Buy |
27,090
+2,891
| +12% | +$552K | 3.08% | 12 |
|
2023
Q3 | $4.42M | Sell |
24,199
-374
| -2% | -$68.3K | 2.94% | 11 |
|
2023
Q2 | $4.78M | Buy |
24,573
+2,411
| +11% | +$469K | 3.22% | 10 |
|
2023
Q1 | $4.29M | Buy |
22,162
+3,506
| +19% | +$679K | 3.07% | 11 |
|
2022
Q4 | $3.57M | Buy |
18,656
+3,854
| +26% | +$738K | 2.89% | 12 |
|
2022
Q3 | $2.54M | Buy |
14,802
+3,427
| +30% | +$589K | 2.41% | 12 |
|
2022
Q2 | $2.11M | Buy |
11,375
+1,374
| +14% | +$255K | 1.94% | 14 |
|
2022
Q1 | $1.96M | Buy |
10,001
+1,333
| +15% | +$261K | 1.62% | 13 |
|
2021
Q4 | $1.73M | Buy |
8,668
+3,565
| +70% | +$713K | 1.24% | 13 |
|
2021
Q3 | $915K | Buy |
5,103
+1,488
| +41% | +$267K | 0.73% | 13 |
|
2021
Q2 | $660K | Sell |
3,615
-29,361
| -89% | -$5.36M | 0.56% | 14 |
|
2021
Q1 | $5.88M | Buy |
+32,976
| New | +$5.88M | 5.61% | 7 |
|