WMG 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 | $258K | Buy |
1,180
+37
| +3% | +$8.1K | 0.1% | 153 |
|
|
2025
Q1 | $250K | Sell |
1,143
-53
| -4% | -$11.6K | 0.11% | 140 |
|
|
2024
Q4 | $253K | Sell |
1,196
-23
| -2% | -$4.86K | 0.11% | 139 |
|
|
2024
Q3 | $266K | Buy |
1,219
+14
| +1% | +$3.06K | 0.12% | 128 |
|
|
2024
Q2 | $245K | Hold |
1,205
| – | – | 0.13% | 129 |
|
|
2024
Q1 | $246K | Sell |
1,205
-25
| -2% | -$5.1K | 0.14% | 115 |
|
|
2023
Q4 | $235K | Sell |
1,230
-78
| -6% | -$14.9K | 0.15% | 96 |
|
|
2023
Q3 | $239K | Hold |
1,308
| – | – | 0.2% | 84 |
|
|
2023
Q2 | $254K | Sell |
1,308
-8
| -0.6% | -$1.56K | 0.19% | 91 |
|
|
2023
Q1 | $255K | Hold |
1,316
| – | – | 0.21% | 86 |
|
|
2022
Q4 | $252K | Buy |
1,316
+30
| +2% | +$5.75K | 0.21% | 101 |
|
|
2022
Q3 | $220K | Buy |
1,286
+78
| +6% | +$13.3K | 0.2% | 120 |
|
|
2022
Q2 | $226K | Buy |
+1,208
| New | +$226K | 0.2% | 120 |
|