SSWM
Sheets Smith Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
1,200
| – | – | 0.03% | 359 |
|
|
2025
Q1 | $263K | Hold |
1,200
| – | – | 0.03% | 314 |
|
|
2024
Q4 | $254K | Hold |
1,200
| – | – | 0.03% | 337 |
|
|
2024
Q3 | $262K | Sell |
1,200
-3,664
| -75% | -$801K | 0.03% | 331 |
|
|
2024
Q2 | $988K | Hold |
4,864
| – | – | 0.12% | 162 |
|
|
2024
Q1 | $993K | Buy |
4,864
+1,450
| +42% | +$296K | 0.11% | 167 |
|
|
2023
Q4 | $652K | Hold |
3,414
| – | – | 0.09% | 180 |
|
|
2023
Q3 | $624K | Hold |
3,414
| – | – | 0.1% | 176 |
|
|
2023
Q2 | $664K | Hold |
3,414
| – | – | 0.1% | 180 |
|
|
2023
Q1 | $661K | Hold |
3,414
| – | – | 0.1% | 176 |
|
|
2022
Q4 | $654K | Hold |
3,414
| – | – | 0.1% | 170 |
|
|
2022
Q3 | $586K | Hold |
3,414
| – | – | 0.1% | 173 |
|
|
2022
Q2 | $633K | Sell |
3,414
-2
| -0.1% | -$371 | 0.1% | 160 |
|
|
2022
Q1 | $669K | Hold |
3,416
| – | – | 0.09% | 175 |
|
|
2021
Q4 | $683K | Hold |
3,416
| – | – | 0.08% | 189 |
|
|
2021
Q3 | $612K | Hold |
3,416
| – | – | 0.08% | 193 |
|
|
2021
Q2 | $623K | Hold |
3,416
| – | – | 0.08% | 196 |
|
|
2021
Q1 | $609K | Hold |
3,416
| – | – | 0.09% | 180 |
|
|
2020
Q4 | $594K | Hold |
3,416
| – | – | 0.09% | 182 |
|
|
2020
Q3 | $558K | Hold |
3,416
| – | – | 0.1% | 167 |
|
|
2020
Q2 | $511K | Hold |
3,416
| – | – | 0.1% | 152 |
|
|
2020
Q1 | $471K | Buy |
+3,416
| New | +$471K | 0.1% | 165 |
|