Strategic Wealth Management Group’s Vanguard Consumer Staples ETF VDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $10.9M | Buy |
59,983
+558
| +0.9% | +$102K | 4% | 5 |
|
|
2021
Q1 | $10.6M | Buy |
59,425
+1,333
| +2% | +$238K | 4.05% | 5 |
|
|
2020
Q4 | $10.1M | Buy |
58,092
+543
| +0.9% | +$94.4K | 4.37% | 6 |
|
|
2020
Q3 | $9.4M | Sell |
57,549
-3,254
| -5% | -$532K | 4.57% | 6 |
|
|
2020
Q2 | $9.09M | Buy |
60,803
+718
| +1% | +$107K | 5.37% | 4 |
|
|
2020
Q1 | $8.28M | Sell |
60,085
-167
| -0.3% | -$23K | 6.16% | 4 |
|
|
2019
Q4 | $9.71M | Sell |
60,252
-2,250
| -4% | -$363K | 6.29% | 3 |
|
|
2019
Q3 | $9.79M | Sell |
62,502
-5,026
| -7% | -$787K | 7.04% | 3 |
|
|
2019
Q2 | $10M | Sell |
67,528
-1,488
| -2% | -$221K | 7.64% | 3 |
|
|
2019
Q1 | $10M | Buy |
69,016
+107
| +0.2% | +$15.5K | 8.21% | 3 |
|
|
2018
Q4 | $9.04M | Buy |
+68,909
| New | +$9.04M | 8.68% | 3 |
|