SWM
Sanctuary Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $939K | Sell |
4,443
-488
| -10% | -$103K | 0.62% | 25 |
|
|
2024
Q3 | $1.08M | Buy |
4,931
+301
| +7% | +$65.8K | 0.77% | 26 |
|
|
2024
Q2 | $940K | Sell |
4,630
-1,712
| -27% | -$348K | 0.71% | 27 |
|
|
2024
Q1 | $1.29M | Buy |
6,342
+1,780
| +39% | +$363K | 1.05% | 19 |
|
|
2023
Q4 | $871K | Buy |
4,562
+915
| +25% | +$175K | 0.84% | 20 |
|
|
2023
Q3 | $666K | Buy |
3,647
+2,323
| +175% | +$424K | 0.73% | 21 |
|
|
2023
Q2 | $257K | Buy |
+1,324
| New | +$257K | 0.27% | 32 |
|
|
2022
Q4 | $1.15K | Buy |
+6
| New | +$1.15K | ﹤0.01% | 222 |
|