CWM
Campbell Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,405
| Closed | -$174K | – | 338 |
|
|
2020
Q2 | $174K | Buy |
+1,405
| New | +$174K | 0.03% | 62 |
|
|
2020
Q1 | – | Sell |
-1,405
| Closed | -$201K | – | 66 |
|
|
2019
Q4 | $201K | Sell |
1,405
-958
| -41% | -$137K | 0.04% | 65 |
|
|
2019
Q3 | $339K | Hold |
2,363
| – | – | 0.08% | 39 |
|
|
2019
Q2 | $314K | Buy |
2,363
+447
| +23% | +$59.4K | 0.08% | 39 |
|
|
2019
Q1 | $248K | Hold |
1,916
| – | – | 0.07% | 46 |
|
|
2018
Q4 | $226K | Buy |
+1,916
| New | +$226K | 0.07% | 44 |
|