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Rockbridge Investment Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Rockbridge Investment Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-92
Closed -$17.6K – 602
2023
Q4 		$17.6K Buy
+92
New +$16.9K ﹤0.01% 338
2022
Q3 		– Sell
-131
Closed -$24.3K – 568
2022
Q2 		$24.3K Hold
131
– – 0.01% 288
2022
Q1 		$26.1K Hold
131
– – ﹤0.01% 384
2021
Q4 		$26K Sell
131
-117
-47% -$22K ﹤0.01% 451
2021
Q3 		$45K Buy
248
+14
+6% +$2.59K 0.01% 335
2021
Q2 		$43K Hold
234
– – 0.01% 338
2021
Q1 		$42K Hold
234
– – 0.01% 313
2020
Q4 		$41K Hold
234
– – 0.01% 309
2020
Q3 		$38K Hold
234
– – 0.01% 299
2020
Q2 		$35K Buy
+234
New +$34.7K 0.01% 269

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CFGSD
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MIM
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UBS Group
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return