Capstone Triton Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,438
Closed -$616K 124
2021
Q2
$616K Sell
4,438
-143
-3% -$19.8K 0.38% 56
2021
Q1
$644K Sell
4,581
-1,158
-20% -$163K 0.43% 51
2020
Q4
$788K Buy
+5,739
New +$788K 0.48% 46