VWM
VCI Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $484K | Buy |
5,981
+398
| +7% | +$32.2K | 0.17% | 96 |
|
2025
Q1 | $456K | Sell |
5,583
-3,516
| -39% | -$287K | 0.19% | 96 |
|
2024
Q4 | $715K | Buy |
9,099
+1,976
| +28% | +$155K | 0.3% | 73 |
|
2024
Q3 | $591K | Sell |
7,123
-9,673
| -58% | -$803K | 0.26% | 79 |
|
2024
Q2 | $1.29M | Buy |
16,796
+5,069
| +43% | +$388K | 0.64% | 41 |
|
2024
Q1 | $895K | Sell |
11,727
-1,959
| -14% | -$150K | 0.61% | 41 |
|
2023
Q4 | $986K | Buy |
+13,686
| New | +$986K | 0.6% | 44 |
|