Clearview Wealth Advisors’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
Q3 | – | Sell |
-296
| Closed | -$42.1K | – | 632 |
|
|
2023
Q2 | $42.1K | Buy |
296
+1
| +0.3% | +$142 | 0.04% | 202 |
|
|
2023
Q1 | $43.7K | Buy |
295
+2
| +0.7% | +$296 | 0.04% | 205 |
|
|
2022
Q4 | $45K | Buy |
293
+5
| +2% | +$769 | 0.03% | 174 |
|
|
2022
Q3 | $41K | Hold |
288
| – | – | 0.03% | 188 |
|
|
2022
Q2 | $44K | Buy |
288
+2
| +0.7% | +$306 | 0.03% | 196 |
|
|
2022
Q1 | $46K | Buy |
+286
| New | +$46K | 0.03% | 210 |
|