Collective Family Office’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,387
Closed -$340K 190
2022
Q3
$340K Hold
2,387
0.17% 124
2022
Q2
$364K Buy
2,387
+837
+54% +$128K 0.16% 131
2022
Q1
$251K Sell
1,550
-150
-9% -$24.3K 0.1% 171
2021
Q4
$266K Buy
+1,700
New +$266K 0.1% 160