Vickerman & Driscoll Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $406K | Buy |
2,945
+224
| +8% | +$30.9K | 0.25% | 55 |
|
2019
Q4 | $439K | Buy |
+2,721
| New | +$439K | 0.22% | 59 |
|
2018
Q4 | – | Sell |
-238
| Closed | -$33K | – | 106 |
|
2018
Q3 | $33K | Hold |
238
| – | – | 0.02% | 88 |
|
2018
Q2 | $32K | Buy |
238
+71
| +43% | +$9.55K | 0.02% | 87 |
|
2018
Q1 | $23K | Buy |
167
+34
| +26% | +$4.68K | 0.02% | 94 |
|
2017
Q4 | $19K | Buy |
+133
| New | +$19K | 0.01% | 93 |
|