SWA
Strategies Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
2,423
+13
| +0.5% | +$2.85K | 0.06% | 97 |
|
|
2025
Q1 | $527K | Buy |
2,410
+13
| +0.5% | +$2.84K | 0.06% | 89 |
|
|
2024
Q4 | $525K | Sell |
2,397
-32
| -1% | -$7.01K | 0.07% | 79 |
|
|
2024
Q3 | $531K | Buy |
2,429
+17
| +0.7% | +$3.72K | 0.07% | 61 |
|
|
2024
Q2 | $490K | Sell |
2,412
-15
| -0.6% | -$3.05K | 0.07% | 59 |
|
|
2024
Q1 | $495K | Buy |
2,427
+10
| +0.4% | +$2.04K | 0.08% | 62 |
|
|
2023
Q4 | $462K | Buy |
2,417
+35
| +1% | +$6.68K | 0.08% | 61 |
|
|
2023
Q3 | $435K | Sell |
2,382
-250
| -9% | -$45.7K | 0.09% | 56 |
|
|
2023
Q2 | $512K | Hold |
2,632
| – | – | 0.1% | 58 |
|
|
2023
Q1 | $509K | Buy |
2,632
+11
| +0.4% | +$2.13K | 0.11% | 54 |
|
|
2022
Q4 | $502K | Buy |
+2,621
| New | +$502K | 0.12% | 52 |
|
|
2022
Q2 | $432K | Buy |
2,330
+15
| +0.6% | +$2.78K | 0.12% | 58 |
|
|
2022
Q1 | $454K | Sell |
2,315
-140
| -6% | -$27.4K | 0.12% | 57 |
|
|
2021
Q4 | $491K | Buy |
+2,455
| New | +$491K | 0.14% | 54 |
|