AWS
AJ Wealth Strategies’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $412K | Hold |
2,898
| – | – | 0.02% | 201 |
|
|
2023
Q1 | $428K | Buy |
2,898
+17
| +0.6% | +$2.51K | 0.02% | 194 |
|
|
2022
Q4 | $442K | Buy |
2,881
+35
| +1% | +$5.37K | 0.02% | 194 |
|
|
2022
Q3 | $405K | Hold |
2,846
| – | – | 0.02% | 201 |
|
|
2022
Q2 | $434K | Buy |
2,846
+14
| +0.5% | +$2.14K | 0.02% | 202 |
|
|
2022
Q1 | $458K | Buy |
2,832
+13
| +0.5% | +$2.1K | 0.02% | 209 |
|
|
2021
Q4 | $441K | Buy |
2,819
+32
| +1% | +$5.01K | 0.02% | 209 |
|
|
2021
Q3 | $388K | Hold |
2,787
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $387K | Buy |
2,787
+14
| +0.5% | +$1.94K | 0.02% | 202 |
|
|
2021
Q1 | $390K | Buy |
2,773
+14
| +0.5% | +$1.97K | 0.03% | 186 |
|
|
2020
Q4 | $379K | Buy |
2,759
+20
| +0.7% | +$2.75K | 0.03% | 167 |
|
|
2020
Q3 | $354K | Buy |
+2,739
| New | +$354K | 0.04% | 155 |
|