Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $8.48M | Sell |
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|
2023
Q1 | $8.86M | Sell |
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|
2022
Q4 | $9.26M | Hold |
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|
2022
Q3 | $8.59M | Sell |
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|
2022
Q2 | $9.22M | Hold |
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|
2022
Q1 | $9.79M | Sell |
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|
2021
Q4 | $9.79M | Sell |
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|
2021
Q3 | $8.76M | Sell |
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|
2021
Q2 | $8.91M | Hold |
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|
2021
Q1 | $9.02M | Sell |
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|
2020
Q4 | $9.6M | Buy |
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