Wolff Financial Management’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 | $1.84M | Buy |
8,410
+33
| +0.4% | +$7.23K | 0.48% | 24 |
|
|
2025
Q1 | $1.83M | Buy |
8,377
+34
| +0.4% | +$7.44K | 0.51% | 23 |
|
|
2024
Q4 | $1.76M | Buy |
8,343
+70
| +0.8% | +$14.8K | 0.49% | 24 |
|
|
2024
Q3 | $1.81M | Buy |
8,273
+46
| +0.6% | +$10K | 0.49% | 24 |
|
|
2024
Q2 | $1.67M | Hold |
8,227
| – | – | 1.23% | 10 |
|
|
2024
Q1 | $1.68M | Buy |
8,227
+26
| +0.3% | +$5.31K | 0.49% | 24 |
|
|
2023
Q4 | $1.57M | Buy |
8,201
+89
| +1% | +$17K | 0.48% | 25 |
|
|
2023
Q3 | $1.48M | Sell |
8,112
-226
| -3% | -$41.3K | 0.51% | 26 |
|
|
2023
Q2 | $1.62M | Sell |
8,338
-123
| -1% | -$23.9K | 1.41% | 9 |
|
|
2023
Q1 | $1.64M | Buy |
8,461
+27
| +0.3% | +$5.22K | 0.57% | 29 |
|
|
2022
Q4 | $1.62M | Sell |
8,434
-608
| -7% | -$116K | 0.6% | 29 |
|
|
2022
Q3 | $1.55M | Sell |
9,042
-4
| -0% | -$687 | 0.71% | 28 |
|
|
2022
Q2 | $1.68M | Sell |
9,046
-206
| -2% | -$38.2K | 0.75% | 28 |
|
|
2022
Q1 | $1.81M | Buy |
9,252
+23
| +0.2% | +$4.51K | 0.72% | 29 |
|
|
2021
Q4 | $1.85M | Sell |
9,229
-612
| -6% | -$122K | 0.7% | 29 |
|
|
2021
Q3 | $1.76M | Buy |
+9,841
| New | +$1.76M | 1.53% | 12 |
|
|
2021
Q1 | $3.8M | Sell |
21,315
-1,567
| -7% | -$279K | 1.74% | 15 |
|
|
2020
Q4 | $3.98M | Sell |
22,882
-16
| -0.1% | -$2.78K | 2.09% | 13 |
|
|
2020
Q3 | $3.74M | Sell |
22,898
-396
| -2% | -$64.7K | 2.22% | 13 |
|
|
2020
Q2 | $3.48M | Buy |
23,294
+56
| +0.2% | +$8.38K | 2.22% | 13 |
|
|
2020
Q1 | $3.2M | Sell |
23,238
-1,778
| -7% | -$245K | 2.42% | 13 |
|
|
2019
Q4 | $4.03M | Sell |
25,016
-1,029
| -4% | -$166K | 2.67% | 10 |
|
|
2019
Q3 | $4.08M | Sell |
26,045
-3,892
| -13% | -$609K | 2.98% | 9 |
|
|
2019
Q2 | $4.45M | Sell |
29,937
-3,966
| -12% | -$590K | 3.43% | 9 |
|
|
2019
Q1 | $4.92M | Sell |
33,903
-4,098
| -11% | -$595K | 4.09% | 6 |
|
|
2018
Q4 | $4.99M | Buy |
+38,001
| New | +$4.99M | 4.85% | 5 |
|