Planned Solutions’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
Q4 | – | Sell |
-321
| Closed | -$70.1K | – | 614 |
|
|
2024
Q3 | $70.1K | Buy |
+321
| New | +$70.1K | 0.03% | 259 |
|
|
2024
Q1 | – | Sell |
-321
| Closed | -$61.3K | – | 533 |
|
|
2023
Q4 | $61.3K | Buy |
+321
| New | +$61.3K | 0.03% | 253 |
|
|
2021
Q1 | – | Sell |
-283
| Closed | -$49K | – | 392 |
|
|
2020
Q4 | $49K | Hold |
283
| – | – | 0.04% | 203 |
|
|
2020
Q3 | $46K | Buy |
+283
| New | +$46K | 0.04% | 163 |
|