Octavia Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $203K | Sell |
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|
2025
Q2 | $242K | Hold |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $314K | Sell |
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|
2021
Q3 | $291K | Sell |
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|
2021
Q2 | $8.1M | Buy |
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|
2021
Q1 | $6.18M | Buy |
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