YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-180
| Closed | -$27K | – | 625 |
|
|
2019
Q2 | $27K | Hold |
180
| – | – | 0.01% | 435 |
|
|
2019
Q1 | $26K | Sell |
180
-20
| -10% | -$2.89K | 0.01% | 432 |
|
|
2018
Q4 | $26K | Hold |
200
| – | – | 0.01% | 405 |
|
|
2018
Q3 | $28K | Hold |
200
| – | – | 0.01% | 442 |
|
|
2018
Q2 | $27K | Hold |
200
| – | – | 0.01% | 456 |
|
|
2018
Q1 | $27K | Hold |
200
| – | – | 0.01% | 452 |
|
|
2017
Q4 | $28K | Hold |
200
| – | – | 0.01% | 447 |
|
|
2017
Q3 | $28K | Hold |
200
| – | – | 0.01% | 451 |
|
|
2017
Q2 | $28K | Hold |
200
| – | – | 0.01% | 445 |
|
|
2017
Q1 | $28K | Hold |
200
| – | – | 0.01% | 441 |
|
|
2016
Q4 | $26K | Buy |
+200
| New | +$26K | 0.02% | 439 |
|