Allie Family Office’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,713
| Closed | -$245K | – | 74 |
|
|
2023
Q2 | $245K | Hold |
1,713
| – | – | 0.18% | 61 |
|
|
2023
Q1 | $253K | Hold |
1,713
| – | – | 0.19% | 62 |
|
|
2022
Q4 | $263K | Hold |
1,713
| – | – | 0.22% | 61 |
|
|
2022
Q3 | $246K | Hold |
1,713
| – | – | 0.21% | 58 |
|
|
2022
Q2 | $261K | Hold |
1,713
| – | – | 0.21% | 58 |
|
|
2022
Q1 | $274K | Buy |
+1,713
| New | +$274K | 0.21% | 54 |
|