Clear Perspectives Financial Planning’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $88.5K | Hold |
600
| – | – | 0.05% | 54 |
|
|
2022
Q4 | $92K | Hold |
600
| – | – | 0.05% | 60 |
|
|
2022
Q3 | $85K | Hold |
600
| – | – | 0.04% | 66 |
|
|
2022
Q2 | $91K | Hold |
600
| – | – | 0.04% | 69 |
|
|
2022
Q1 | $97K | Hold |
600
| – | – | 0.04% | 67 |
|
|
2021
Q4 | $94K | Hold |
600
| – | – | 0.04% | 80 |
|
|
2021
Q3 | $83K | Hold |
600
| – | – | 0.04% | 80 |
|
|
2021
Q2 | $83K | Buy |
600
+150
| +33% | +$20.8K | 0.04% | 80 |
|
|
2021
Q1 | $63K | Sell |
450
-4
| -0.9% | -$560 | 0.04% | 80 |
|
|
2020
Q4 | $62K | Buy |
+454
| New | +$62K | 0.04% | 77 |
|