Clear Perspectives Financial Planning’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
2023
Q1
$88.5K Hold
2022
Q4
$92K Hold
2022
Q3
$85K Hold
2022
Q2
$91K Hold
2022
Q1
$97K Hold
2021
Q4
$94K Hold
2021
Q3
$83K Hold
2021
Q2
$83K Buy
2021
Q1
$63K Sell
2020
Q4
$62K Buy