Brandywine Oak Private Wealth’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
Q2
Sell
2023
Q1
$249K Sell
2022
Q4
$274K Sell
2022
Q3
$278K Sell
2022
Q2
$397K Sell
2022
Q1
$474K Sell
2021
Q4
$496K Buy
2021
Q3
$438K Buy
2021
Q2
$324K Buy
2021
Q1
Sell
2020
Q4
$5.09M Buy
2020
Q3
$4.76M Sell
2020
Q2
$4.61M Sell
2020
Q1
$6.1M Buy
2019
Q4
$3.8M Sell
2019
Q3
$3.9M Buy
2019
Q2
$3.5M Buy
2019
Q1
$3.31M Buy
2018
Q4
$135K Buy