B. Riley Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.08K | Buy |
|
|||||
|
2022
Q1 | $1.1M | Buy |
|
|||||
|
2021
Q4 | $971K | Buy |
|
|||||
|
2021
Q3 | $835K | Buy |
|
|||||
|
2021
Q2 | $775K | Buy |
|
|||||
|
2021
Q1 | $644K | Sell |
|
|||||
|
2020
Q4 | $634K | Buy |
|
|||||
|
2020
Q3 | $526K | Buy |
|
|||||
|
2020
Q2 | $318K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $10K | Hold |
|
|||||
|
2015
Q1 | $11K | Hold |
|
|||||
|
2014
Q4 | $12K | Hold |
|
|||||
|
2014
Q3 | $11K | Hold |
|
|||||
|
2014
Q2 | $11K | Buy |
|
|||||
|
2014
Q1 | $2K | Buy |
|