Sheets Smith Wealth Management Vanguard Consumer Staples ETF Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 1,200 shares of VDC stock, worth $257,952. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,200

Previous 4,864 75.33%

Holding current value

$257,952

Previous $987,000 73.45%

% of portfolio

0.03%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$201.77 - $221.32 $739,285 - $810,916	-3,664 Reduced 75.33%	1,200 $262,000
Q1 2024 May 08, 2024	BUY	$189.57 - $204.14 $274,876 - $296,003	1,450 Added 42.47%	4,864 $992,000
Q1 2023 May 26, 2023	BUY	$184.07 - $195.02 $592,705 - $627,964	3,220 Added 1659.79%	3,414 $660,000
Q1 2023 May 12, 2023	SELL	$184.07 - $195.02 $592,705 - $627,964	-3,220 Reduced 94.32%	194 $37,000
Q2 2022 Jul 27, 2022	SELL	$177.06 - $208.31 $354 - $416	-2 Reduced 0.06%	3,414 $633,000
Q1 2020 Apr 28, 2020	BUY	$122.65 - $164.89 $418,972 - $563,264	3,416 New	3,416 $471,000

Others Institutions Holding VDC

# of Institutions

633

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

View Full List

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

More about VDC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Vanguard Consumer Staples ETF Transaction History