Valeo Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Valeo Financial Advisors’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Hold	1,257	–	–	0.01%	636
2026 Q1	$282K	Hold	1,257	–	–	0.01%	575
2025 Q4	$266K	Hold	1,257	–	–	0.01%	666
2025 Q3	$269K	Hold	1,257	–	–	0.01%	646
2025 Q2	$275K	Sell	1,257 -416	-25%	-$91.2K	0.01%	608
2025 Q1	$366K	Buy	1,673 +65	+4%	+$14K	0.01%	484
2024 Q4	$340K	Hold	1,608	–	–	0.01%	503
2024 Q3	$351K	Sell	1,608 -61	-4%	-$12.9K	0.01%	496
2024 Q2	$339K	Buy	1,669 +44	+3%	+$8.94K	0.01%	483
2024 Q1	$328K	Sell	1,625 -131	-7%	-$25.7K	0.01%	474
2023 Q4	$335K	Buy	1,756 +148	+9%	+$27.2K	0.01%	459
2023 Q3	$294K	Hold	1,608	–	–	0.01%	463
2023 Q2	$313K	Buy	1,608 +177	+12%	+$34.6K	0.01%	425
2023 Q1	$277K	Buy	1,431 +120	+9%	+$22.7K	0.01%	462
2022 Q4	$251K	Buy	1,311 +18	+1%	+$3.38K	0.01%	427
2022 Q3	$222K	Hold	1,293	–	–	0.01%	423
2022 Q2	$240K	Hold	1,293	–	–	0.02%	405
2022 Q1	$253K	Hold	1,293	–	–	0.01%	491
2021 Q4	$258K	Sell	1,293 -56	-4%	-$10.6K	0.01%	449
2021 Q3	$242K	Sell	1,349 -113	-8%	-$20.9K	0.01%	447
2021 Q2	$267K	Buy	1,462 +229	+19%	+$41.9K	0.02%	381
2021 Q1	$220K	Hold	1,233	–	–	0.01%	422
2020 Q4	$214K	Hold	1,233	–	–	0.01%	405
2020 Q3	$201K	Sell	1,233 -322	-21%	-$51.9K	0.02%	325
2020 Q2	$233K	Sell	1,555 -141	-8%	-$20.9K	0.02%	293
2020 Q1	$249K	Sell	1,696 -42	-2%	-$6.47K	0.03%	255
2019 Q4	$280K	Buy	1,738 +13	+0.8%	+$2.04K	0.03%	260
2019 Q3	$270K	Sell	1,725 -75	-4%	-$11.5K	0.03%	241
2019 Q2	$268K	Buy	1,800 +82	+5%	+$12.1K	0.03%	234
2019 Q1	$250K	Buy	1,718 +5	+0.3%	+$694	0.03%	236
2018 Q4	$225K	Buy	1,713 +639	+59%	+$89.5K	0.03%	243
2018 Q3	$153K	Buy	1,074 +70	+7%	+$9.77K	0.02%	320
2018 Q2	$139K	Buy	1,004 +9	+0.9%	+$1.19K	0.02%	348
2018 Q1	$135K	Buy	995 +3	+0.3%	+$425	0.02%	310
2017 Q4	$145K	Sell	992 -138	-12%	-$19.5K	0.02%	284
2017 Q3	$157K	Buy	+1,130	New	+$159K	0.04%	228