Sound View Wealth Advisors Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$207K	Buy	+921	New	+$211K	0.01%	405
2025 Q4	–	Sell	-937	Closed	-$200K	–	439
2025 Q3	$200K	Sell	937 -82	-8%	-$18K	0.01%	416
2025 Q2	$223K	Sell	1,019 -336	-25%	-$73.7K	0.02%	389
2025 Q1	$297K	Buy	1,355 +1	+0.1%	+$216	0.02%	334
2024 Q4	$286K	Buy	1,354 +89	+7%	+$19.3K	0.02%	346
2024 Q3	$276K	Sell	1,265 -225	-15%	-$47.7K	0.02%	346
2024 Q2	$303K	Sell	1,490 -375	-20%	-$76.2K	0.03%	300
2024 Q1	$381K	Sell	1,865 -133	-7%	-$26.1K	0.04%	273
2023 Q4	$382K	Sell	1,998 -26	-1%	-$4.77K	0.04%	270
2023 Q3	$370K	Buy	2,024 +1	+0%	+$193	0.05%	262
2023 Q2	$393K	Sell	2,023 -64	-3%	-$12.5K	0.05%	252
2023 Q1	$404K	Buy	2,087 +89	+4%	+$16.9K	0.06%	245
2022 Q4	$382K	Buy	1,998 +781	+64%	+$147K	0.04%	270
2022 Q3	$209K	Sell	1,217 -587	-33%	-$111K	0.05%	254
2022 Q2	$334K	Buy	1,804 +2	+0.1%	+$387	0.07%	207
2022 Q1	$353K	Sell	1,802 -108	-6%	-$21K	0.07%	215
2021 Q4	$382K	Buy	1,910 +369	+24%	+$69.5K	0.07%	204
2021 Q3	$276K	Sell	1,541 -101	-6%	-$18.7K	0.06%	243
2021 Q2	$300K	Sell	1,642 -314	-16%	-$57.4K	0.06%	233
2021 Q1	$349K	Sell	1,956 -35	-2%	-$6.01K	0.08%	195
2020 Q4	$346K	Sell	1,991 -52	-3%	-$8.82K	0.08%	185
2020 Q3	$334K	Sell	2,043 -30	-1%	-$4.83K	0.09%	179
2020 Q2	$310K	Sell	2,073 -716	-26%	-$106K	0.09%	180
2020 Q1	$384K	Buy	2,789 +883	+46%	+$136K	0.13%	142
2019 Q4	$307K	Buy	+1,906	New	+$299K	0.09%	186