CWM
Cedar Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-153
| Closed | -$26.6K | – | 258 |
|
|
2024
Q3 | $26.6K | Sell |
153
-306
| -67% | -$53.3K | 0.01% | 181 |
|
|
2024
Q2 | $67.9K | Sell |
459
-16
| -3% | -$2.37K | 0.02% | 149 |
|
|
2024
Q1 | $67.7K | Buy |
475
+108
| +29% | +$15.4K | 0.02% | 153 |
|
|
2023
Q4 | $50.3K | Buy |
367
+83
| +29% | +$11.4K | 0.02% | 159 |
|
|
2023
Q3 | $36.2K | Buy |
284
+204
| +255% | +$26K | 0.01% | 172 |
|
|
2023
Q2 | $11.4K | Sell |
80
-32
| -29% | -$4.55K | ﹤0.01% | 232 |
|
|
2023
Q1 | $16.5K | Buy |
112
+13
| +13% | +$1.92K | 0.01% | 213 |
|
|
2022
Q4 | $15.2K | Buy |
99
+21
| +27% | +$3.22K | 0.01% | 211 |
|
|
2022
Q3 | $11K | Buy |
+78
| New | +$11K | 0.01% | 252 |
|