Perfromance Wealth Partners’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
Q1 | – | Sell |
-1,398
| Closed | -$296K | – | 190 |
|
|
2024
Q4 | $296K | Sell |
1,398
-15
| -1% | -$3.17K | 0.01% | 136 |
|
|
2024
Q3 | $309K | Sell |
1,413
-34
| -2% | -$7.43K | 0.01% | 143 |
|
|
2024
Q2 | $294K | Buy |
1,447
+26
| +2% | +$5.28K | 0.01% | 126 |
|
|
2024
Q1 | $290K | Buy |
1,421
+50
| +4% | +$10.2K | 0.01% | 129 |
|
|
2023
Q4 | $262K | Sell |
1,371
-175
| -11% | -$33.4K | 0.01% | 139 |
|
|
2023
Q3 | $282K | Hold |
1,546
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $303K | Hold |
1,546
| – | – | 0.01% | 143 |
|
|
2023
Q1 | $299K | Hold |
1,546
| – | – | 0.02% | 142 |
|
|
2022
Q4 | $296K | Sell |
1,546
-33
| -2% | -$6.32K | 0.02% | 126 |
|
|
2022
Q3 | $271K | Hold |
1,579
| – | – | 0.02% | 127 |
|
|
2022
Q2 | $293K | Buy |
1,579
+4
| +0.3% | +$742 | 0.02% | 128 |
|
|
2022
Q1 | $309K | Sell |
1,575
-100
| -6% | -$19.6K | 0.01% | 134 |
|
|
2021
Q4 | $335K | Buy |
+1,675
| New | +$335K | 0.01% | 140 |
|