Vaughan David Investments’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Sell |
|
|||||
|
2025
Q2 | $246K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $218K | Sell |
|
|||||
|
2022
Q2 | $279K | Hold |
|
|||||
|
2022
Q1 | $375K | Sell |
|
|||||
|
2021
Q4 | $701K | Sell |
|
|||||
|
2021
Q3 | $687K | Sell |
|
|||||
|
2021
Q2 | $767K | Sell |
|
|||||
|
2021
Q1 | $823K | Sell |
|
|||||
|
2020
Q4 | $1.59M | Hold |
|
|||||
|
2020
Q3 | $1.45M | Hold |
|
|||||
|
2020
Q2 | $1.26M | Hold |
|
|||||
|
2020
Q1 | $969K | Hold |
|
|||||
|
2019
Q4 | $1.24M | Hold |
|
|||||
|
2019
Q3 | $1.19M | Sell |
|
|||||
|
2019
Q2 | $1.21M | Sell |
|
|||||
|
2019
Q1 | $1.18M | Hold |
|
|||||
|
2018
Q4 | $1.03M | Sell |
|
|||||
|
2018
Q3 | $1.26M | Buy |
|
|||||
|
2018
Q2 | $1.11M | Hold |
|
|||||
|
2018
Q1 | $1.03M | Sell |
|
|||||
|
2017
Q4 | $1.04M | Buy |
|
|||||
|
2017
Q3 | $913K | Sell |
|
|||||
|
2017
Q2 | $912K | Buy |
|
|||||
|
2017
Q1 | $891K | Hold |
|
|||||
|
2016
Q4 | $825K | Hold |
|
|||||
|
2016
Q3 | $811K | Hold |
|
|||||
|
2016
Q2 | $791K | Hold |
|
|||||
|
2016
Q1 | $801K | Sell |
|
|||||
|
2015
Q4 | $854K | Buy |
|
|||||
|
2015
Q3 | $752K | Hold |
|
|||||
|
2015
Q2 | $775K | Hold |
|
|||||
|
2015
Q1 | $763K | Buy |
|
|||||
|
2014
Q4 | $728K | Hold |
|
|||||
|
2014
Q3 | $673K | Hold |
|
|||||
|
2014
Q2 | $674K | Sell |
|
|||||
|
2014
Q1 | $783K | Buy |
|
|||||
|
2013
Q4 | $808K | Sell |
|
|||||
|
2013
Q3 | $733K | Hold |
|
|||||
|
2013
Q2 | $682K | Buy |
|