Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $286K | Sell |
1,935
-1,067
| -36% | -$159K | ﹤0.01% | 614 |
|
|
2024
Q1 | $428K | Sell |
3,002
-763
| -20% | -$103K | ﹤0.01% | 505 |
|
|
2023
Q4 | $516K | Buy |
3,765
+15
| +0.4% | +$1.98K | 0.01% | 435 |
|
|
2023
Q3 | $478K | Sell |
3,750
-1,792
| -32% | -$251K | 0.01% | 423 |
|
|
2023
Q2 | $788K | Buy |
5,542
+1,787
| +48% | +$262K | 0.01% | 334 |
|
|
2023
Q1 | $576K | Hold |
3,755
| – | – | 0.01% | 350 |
|
|
2022
Q4 | $576K | Buy |
3,755
+99
| +3% | +$14.7K | 0.01% | 352 |
|
|
2022
Q3 | $520K | Sell |
3,656
-385
| -10% | -$61.4K | 0.01% | 362 |
|
|
2022
Q2 | $616K | Buy |
4,041
+2
| +0% | +$315 | 0.01% | 327 |
|
|
2022
Q1 | $654K | Sell |
4,039
-198
| -5% | -$29.9K | 0.01% | 320 |
|
|
2021
Q4 | $663K | Sell |
4,237
-139
| -3% | -$20.5K | 0.01% | 314 |
|
|
2021
Q3 | $609K | Sell |
4,376
-710
| -14% | -$104K | 0.01% | 320 |
|
|
2021
Q2 | $706K | Buy |
5,086
+510
| +11% | +$73.1K | 0.02% | 294 |
|
|
2021
Q1 | $643K | Sell |
4,576
-314
| -6% | -$42.8K | 0.03% | 280 |
|
|
2020
Q4 | $671K | Buy |
4,890
+685
| +16% | +$94.4K | 0.04% | 274 |
|
|
2020
Q3 | $543K | Buy |
4,205
+3
| +0.1% | +$388 | 0.04% | 247 |
|
|
2020
Q2 | $520K | Buy |
4,202
+1,010
| +32% | +$128K | 0.05% | 215 |
|
|
2020
Q1 | $389K | Buy |
3,192
+736
| +30% | +$103K | 0.04% | 287 |
|
|
2019
Q4 | $351K | Sell |
2,456
-498
| -17% | -$70K | 0.03% | 321 |
|
|
2019
Q3 | $424K | Hold |
2,954
| – | – | 0.05% | 264 |
|
|
2019
Q2 | $393K | Hold |
2,954
| – | – | 0.04% | 282 |
|
|
2019
Q1 | $383K | Sell |
2,954
-280
| -9% | -$34.7K | 0.05% | 271 |
|
|
2018
Q4 | $381K | Hold |
3,234
| – | – | 0.06% | 231 |
|
|
2018
Q3 | $381K | Hold |
3,234
| – | – | 0.06% | 234 |
|
|
2018
Q2 | $375K | Sell |
3,234
-977
| -23% | -$110K | 0.06% | 230 |
|
|
2018
Q1 | $471K | Sell |
4,211
-1,311
| -24% | -$145K | 0.09% | 176 |
|
|
2017
Q4 | $644K | Buy |
5,522
+162
| +3% | +$19.6K | 0.13% | 141 |
|
|
2017
Q3 | $626K | Sell |
5,360
-412
| -7% | -$48.7K | 0.15% | 130 |
|
|
2017
Q2 | $660K | Buy |
5,772
+147
| +3% | +$16.9K | 0.16% | 125 |
|
|
2017
Q1 | $634K | Sell |
5,625
-1,253
| -18% | -$138K | 0.18% | 110 |
|
|
2016
Q4 | $736K | Buy |
+6,878
| New | +$721K | 0.24% | 84 |
|
Other funds holding VPU
BCMIO
