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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$875K	Buy	788,952 +15	+0%	+$3.44K	0.07%	110
2025 Q4	$867K	Hold	788,937	–	–	0.07%	96
2025 Q3	$867K	Sell	788,937 -475	-0.1%	-$104K	0.08%	69
2025 Q2	$973K	Sell	789,412 -304	-0%	-$66.6K	0.1%	64
2025 Q1	$1.04M	Sell	789,716 -2,275	-0.3%	-$492K	0.12%	56
2024 Q4	$1.51M	Sell	791,991 -1	-0%	-$217	0.16%	45
2024 Q3	$1.54M	Sell	791,992 -412	-0.1%	-$87.4K	0.18%	45
2024 Q2	$1.57M	Sell	792,404 -1,516	-0.2%	-$308K	0.21%	43
2024 Q1	$1.88M	Sell	793,920 -3,320	-0.4%	-$652K	0.3%	40
2023 Q4	$2.44M	Sell	797,240 -405	-0.1%	-$74.3K	0.61%	34
2023 Q3	$2.45M	Sell	797,645 -96	-0%	-$18.5K	0.72%	34
2023 Q2	$2.57M	Sell	797,741 -1,824	-0.2%	-$356K	0.73%	33
2023 Q1	$2.92M	Buy	799,565 +987	+0.1%	+$187K	0.87%	28
2022 Q4	$2.71M	Sell	798,578 -246	-0%	-$46.3K	0.9%	27
2022 Q3	$2.55M	Sell	798,824 -988	-0.1%	-$187K	0.94%	27
2022 Q2	$2.87M	Buy	799,812 +2,560	+0.3%	+$495K	1%	25
2022 Q1	$2.49M	Sell	797,252 -1,230	-0.2%	-$240K	0.73%	30
2021 Q4	$2.77M	Buy	798,482 +790,737	+10,210%	+$149M	0.77%	30
2021 Q3	$1.39M	Buy	7,745 +1,376	+22%	+$255K	0.42%	36
2021 Q2	$1.16M	Buy	+6,369	New	+$1.16M	0.37%	37