BDO Wealth Advisors’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
Q2 | $64K | Hold |
450
| – | – | 0.01% | 391 |
|
|
2023
Q1 | $66.4K | Hold |
450
| – | – | 0.01% | 371 |
|
|
2022
Q4 | $69K | Hold |
450
| – | – | 0.01% | 370 |
|
|
2022
Q3 | $64K | Hold |
450
| – | – | 0.01% | 376 |
|
|
2022
Q2 | $69K | Hold |
450
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $73K | Hold |
450
| – | – | 0.01% | 375 |
|
|
2021
Q4 | $70K | Hold |
450
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $63K | Sell |
450
-50
| -10% | -$7K | 0.01% | 411 |
|
|
2021
Q2 | $69K | Sell |
500
-50
| -9% | -$6.9K | 0.01% | 417 |
|
|
2021
Q1 | $77K | Hold |
550
| – | – | 0.01% | 390 |
|
|
2020
Q4 | $75K | Sell |
550
-100
| -15% | -$13.6K | 0.01% | 319 |
|
|
2020
Q3 | $84K | Sell |
650
-125
| -16% | -$16.2K | 0.01% | 287 |
|
|
2020
Q2 | $96K | Sell |
775
-100
| -11% | -$12.4K | 0.02% | 274 |
|
|
2020
Q1 | $107K | Hold |
875
| – | – | 0.02% | 264 |
|
|
2019
Q4 | $125K | Sell |
875
-70
| -7% | -$10K | 0.03% | 226 |
|
|
2019
Q3 | $136K | Hold |
945
| – | – | 0.03% | 229 |
|
|
2019
Q2 | $126K | Sell |
945
-27
| -3% | -$3.6K | 0.03% | 228 |
|
|
2019
Q1 | $126K | Sell |
972
-100
| -9% | -$13K | 0.04% | 209 |
|
|
2018
Q4 | $126K | Sell |
1,072
-100
| -9% | -$11.8K | 0.04% | 189 |
|
|
2018
Q3 | $138K | Hold |
1,172
| – | – | 0.04% | 185 |
|
|
2018
Q2 | $136K | Sell |
1,172
-400
| -25% | -$46.4K | 0.05% | 188 |
|
|
2018
Q1 | $176K | Sell |
1,572
-350
| -18% | -$39.2K | 0.07% | 136 |
|
|
2017
Q4 | $224K | Hold |
1,922
| – | – | 0.1% | 104 |
|
|
2017
Q3 | $224K | Sell |
1,922
-300
| -14% | -$35K | 0.11% | 100 |
|
|
2017
Q2 | $254K | Buy |
+2,222
| New | +$254K | 0.11% | 115 |
|