Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,168
| Closed | -$309K | – | 155 |
|
|
2024
Q1 | $309K | Buy |
2,168
+646
| +42% | +$92.1K | 0.19% | 85 |
|
|
2023
Q4 | $209K | Buy |
+1,522
| New | +$209K | 0.13% | 99 |
|
|
2020
Q3 | – | Sell |
-2,601
| Closed | -$326K | – | 148 |
|
|
2020
Q2 | $326K | Sell |
2,601
-2,560
| -50% | -$321K | 0.33% | 94 |
|
|
2020
Q1 | $629K | Buy |
5,161
+2,065
| +67% | +$252K | 0.62% | 53 |
|
|
2019
Q4 | $442K | Buy |
+3,096
| New | +$442K | 0.41% | 78 |
|