Abound Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24
| Closed | -$3.55K | – | 1359 |
|
|
2024
Q2 | $3.55K | Buy |
+24
| New | +$3.55K | ﹤0.01% | 557 |
|
|
2023
Q4 | – | Sell |
-498
| Closed | -$63.5K | – | 1405 |
|
|
2023
Q3 | $63.5K | Buy |
498
+87
| +21% | +$11.1K | 0.03% | 107 |
|
|
2023
Q2 | $58.5K | Sell |
411
-902
| -69% | -$128K | 0.02% | 115 |
|
|
2023
Q1 | $194K | Sell |
1,313
-59
| -4% | -$8.7K | 0.09% | 50 |
|
|
2022
Q4 | $210K | Buy |
1,372
+1,096
| +397% | +$168K | 0.1% | 47 |
|
|
2022
Q3 | $39.3K | Hold |
276
| – | – | 0.02% | 132 |
|
|
2022
Q2 | $42K | Buy |
+276
| New | +$42K | 0.02% | 68 |
|