Briaud Financial Planning’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-27,995
Closed -$3.61M 23
2020
Q3
$3.61M Hold
27,995
2.61% 4
2020
Q2
$3.46M Hold
27,995
2.64% 4
2020
Q1
$3.41M Buy
27,995
+757
+3% +$92.3K 4.9% 3
2019
Q4
$3.89M Buy
+27,238
New +$3.89M 3.96% 4