Vertex Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Hold |
1,950
| – | – | 0.09% | 121 |
|
|
2025
Q1 | $427K | Hold |
1,950
| – | – | 0.09% | 116 |
|
|
2024
Q4 | $412K | Hold |
1,950
| – | – | 0.09% | 123 |
|
|
2024
Q3 | $426K | Hold |
1,950
| – | – | 0.1% | 103 |
|
|
2024
Q2 | $396K | Hold |
1,950
| – | – | 0.1% | 103 |
|
|
2024
Q1 | $398K | Hold |
1,950
| – | – | 0.11% | 106 |
|
|
2023
Q4 | $372K | Hold |
1,950
| – | – | 0.11% | 105 |
|
|
2023
Q3 | $356K | Hold |
1,950
| – | – | 0.12% | 89 |
|
|
2023
Q2 | $379K | Hold |
1,950
| – | – | 0.13% | 82 |
|
|
2023
Q1 | $377K | Hold |
1,950
| – | – | 0.14% | 76 |
|
|
2022
Q4 | $374K | Buy |
+1,950
| New | +$374K | 0.15% | 88 |
|