Avidian Wealth Enterprises’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,525
| Closed | -$385K | – | 469 |
|
|
2022
Q2 | $385K | Buy |
2,525
+12
| +0.5% | +$1.83K | 0.03% | 306 |
|
|
2022
Q1 | $407K | Buy |
2,513
+10
| +0.4% | +$1.62K | 0.02% | 332 |
|
|
2021
Q4 | $391K | Buy |
2,503
+24
| +1% | +$3.75K | 0.02% | 339 |
|
|
2021
Q3 | $345K | Hold |
2,479
| – | – | 0.03% | 276 |
|
|
2021
Q2 | $344K | Buy |
2,479
+23
| +0.9% | +$3.19K | 0.03% | 283 |
|
|
2021
Q1 | $345K | Buy |
2,456
+197
| +9% | +$27.7K | 0.03% | 270 |
|
|
2020
Q4 | $310K | Buy |
+2,259
| New | +$310K | 0.03% | 251 |
|