Perigon Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-322
| Closed | -$56K | – | 1004 |
|
2020
Q4 | $56K | Buy |
+322
| New | +$56K | 0.01% | 705 |
|
2018
Q2 | – | Sell |
-350
| Closed | -$48K | – | 574 |
|
2018
Q1 | $48K | Hold |
350
| – | – | 0.02% | 314 |
|
2017
Q4 | $51K | Hold |
350
| – | – | 0.02% | 282 |
|
2017
Q3 | $49K | Hold |
350
| – | – | 0.02% | 340 |
|
2017
Q2 | $50K | Hold |
350
| – | – | 0.01% | 379 |
|
2017
Q1 | $49K | Hold |
350
| – | – | 0.01% | 394 |
|
2016
Q4 | $50K | Hold |
350
| – | – | 0.01% | 364 |
|
2016
Q3 | $48K | Buy |
+350
| New | +$48K | 0.01% | 317 |
|