SVWAG
Sound View Wealth Advisors Group’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
1,019
-336
| -25% | -$73.6K | 0.02% | 389 |
|
|
2025
Q1 | $297K | Buy |
1,355
+1
| +0.1% | +$219 | 0.02% | 334 |
|
|
2024
Q4 | $286K | Buy |
1,354
+89
| +7% | +$18.8K | 0.02% | 346 |
|
|
2024
Q3 | $276K | Sell |
1,265
-225
| -15% | -$49.2K | 0.02% | 346 |
|
|
2024
Q2 | $303K | Sell |
1,490
-375
| -20% | -$76.1K | 0.03% | 300 |
|
|
2024
Q1 | $381K | Sell |
1,865
-133
| -7% | -$27.2K | 0.04% | 273 |
|
|
2023
Q4 | $382K | Sell |
1,998
-26
| -1% | -$4.97K | 0.04% | 270 |
|
|
2023
Q3 | $370K | Buy |
2,024
+1
| +0% | +$183 | 0.05% | 262 |
|
|
2023
Q2 | $393K | Sell |
2,023
-64
| -3% | -$12.4K | 0.05% | 252 |
|
|
2023
Q1 | $404K | Buy |
2,087
+89
| +4% | +$17.2K | 0.06% | 245 |
|
|
2022
Q4 | $382K | Buy |
1,998
+781
| +64% | +$149K | 0.04% | 270 |
|
|
2022
Q3 | $209K | Sell |
1,217
-587
| -33% | -$101K | 0.05% | 254 |
|
|
2022
Q2 | $334K | Buy |
1,804
+2
| +0.1% | +$370 | 0.07% | 207 |
|
|
2022
Q1 | $353K | Sell |
1,802
-108
| -6% | -$21.2K | 0.07% | 215 |
|
|
2021
Q4 | $382K | Buy |
1,910
+369
| +24% | +$73.8K | 0.07% | 204 |
|
|
2021
Q3 | $276K | Sell |
1,541
-101
| -6% | -$18.1K | 0.06% | 243 |
|
|
2021
Q2 | $300K | Sell |
1,642
-314
| -16% | -$57.4K | 0.06% | 233 |
|
|
2021
Q1 | $349K | Sell |
1,956
-35
| -2% | -$6.25K | 0.08% | 195 |
|
|
2020
Q4 | $346K | Sell |
1,991
-52
| -3% | -$9.04K | 0.08% | 185 |
|
|
2020
Q3 | $334K | Sell |
2,043
-30
| -1% | -$4.91K | 0.09% | 179 |
|
|
2020
Q2 | $310K | Sell |
2,073
-716
| -26% | -$107K | 0.09% | 180 |
|
|
2020
Q1 | $384K | Buy |
2,789
+883
| +46% | +$122K | 0.13% | 142 |
|
|
2019
Q4 | $307K | Buy |
+1,906
| New | +$307K | 0.09% | 186 |
|