SFPG
Stonebridge Financial Planning 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 | $3.09M | Buy |
14,125
+836
| +6% | +$183K | 1.29% | 17 |
|
|
2025
Q1 | $2.91M | Sell |
13,289
-508
| -4% | -$111K | 1.33% | 19 |
|
|
2024
Q4 | $2.92M | Buy |
13,797
+213
| +2% | +$45K | 1.3% | 17 |
|
|
2024
Q3 | $2.97M | Sell |
13,584
-1,637
| -11% | -$358K | 1.41% | 15 |
|
|
2024
Q2 | $3.09M | Sell |
15,221
-2,474
| -14% | -$502K | 1.55% | 10 |
|
|
2024
Q1 | $3.61M | Sell |
17,695
-190
| -1% | -$38.8K | 1.91% | 9 |
|
|
2023
Q4 | $3.42M | Sell |
17,885
-1,564
| -8% | -$299K | 1.97% | 9 |
|
|
2023
Q3 | $3.55M | Sell |
19,449
-1,136
| -6% | -$208K | 2.28% | 8 |
|
|
2023
Q2 | $4M | Sell |
20,585
-630
| -3% | -$123K | 2.44% | 6 |
|
|
2023
Q1 | $4.11M | Sell |
21,215
-18
| -0.1% | -$3.48K | 2.65% | 6 |
|
|
2022
Q4 | $4.07M | Buy |
21,233
+492
| +2% | +$94.3K | 2.71% | 6 |
|
|
2022
Q3 | $3.56M | Buy |
20,741
+146
| +0.7% | +$25.1K | 2.49% | 8 |
|
|
2022
Q2 | $3.82M | Sell |
20,595
-627
| -3% | -$116K | 2.59% | 10 |
|
|
2022
Q1 | $4.16M | Buy |
21,222
+222
| +1% | +$43.5K | 2.33% | 10 |
|
|
2021
Q4 | $4.09M | Sell |
21,000
-324
| -2% | -$63.1K | 2.15% | 9 |
|
|
2021
Q3 | $4.03M | Buy |
21,324
+235
| +1% | +$44.4K | 1.97% | 12 |
|
|
2021
Q2 | $3.85M | Buy |
21,089
+465
| +2% | +$84.9K | 2.04% | 11 |
|
|
2021
Q1 | $3.73M | Sell |
20,624
-1,173
| -5% | -$212K | 2.18% | 10 |
|
|
2020
Q4 | $3.79M | Buy |
21,797
+2,395
| +12% | +$417K | 2.4% | 10 |
|
|
2020
Q3 | $3.29M | Buy |
19,402
+4,281
| +28% | +$725K | 2.36% | 10 |
|
|
2020
Q2 | $2.27M | Buy |
15,121
+208
| +1% | +$31.3K | 1.94% | 15 |
|
|
2020
Q1 | $2.17M | Buy |
14,913
+908
| +6% | +$132K | 2.17% | 13 |
|
|
2019
Q4 | $2.26M | Buy |
+14,005
| New | +$2.26M | 2.04% | 16 |
|