Wellspring 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
789,412
-304
| -0% | -$375 | 0.1% | 64 |
|
|
2025
Q1 | $1.04M | Sell |
789,716
-2,275
| -0.3% | -$3K | 0.12% | 56 |
|
|
2024
Q4 | $1.51M | Sell |
791,991
-1
| -0% | -$2 | 0.16% | 45 |
|
|
2024
Q3 | $1.54M | Sell |
791,992
-412
| -0.1% | -$799 | 0.18% | 45 |
|
|
2024
Q2 | $1.57M | Sell |
792,404
-1,516
| -0.2% | -$3K | 0.21% | 43 |
|
|
2024
Q1 | $1.88M | Sell |
793,920
-3,320
| -0.4% | -$7.87K | 0.3% | 40 |
|
|
2023
Q4 | $2.44M | Sell |
797,240
-405
| -0.1% | -$1.24K | 0.61% | 34 |
|
|
2023
Q3 | $2.45M | Sell |
797,645
-96
| -0% | -$294 | 0.72% | 34 |
|
|
2023
Q2 | $2.57M | Sell |
797,741
-1,824
| -0.2% | -$5.88K | 0.73% | 33 |
|
|
2023
Q1 | $2.92M | Buy |
799,565
+987
| +0.1% | +$3.6K | 0.87% | 28 |
|
|
2022
Q4 | $2.71M | Sell |
798,578
-246
| -0% | -$834 | 0.9% | 27 |
|
|
2022
Q3 | $2.55M | Sell |
798,824
-988
| -0.1% | -$3.16K | 0.94% | 27 |
|
|
2022
Q2 | $2.87M | Buy |
799,812
+2,560
| +0.3% | +$9.2K | 1% | 25 |
|
|
2022
Q1 | $2.49M | Sell |
797,252
-1,230
| -0.2% | -$3.84K | 0.73% | 30 |
|
|
2021
Q4 | $2.77M | Buy |
798,482
+790,737
| +10,210% | +$2.74M | 0.77% | 30 |
|
|
2021
Q3 | $1.39M | Buy |
7,745
+1,376
| +22% | +$247K | 0.42% | 36 |
|
|
2021
Q2 | $1.16M | Buy |
+6,369
| New | +$1.16M | 0.37% | 37 |
|