Disciplined Investments’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 |
-40
| Closed | -$5.69K | – | 1506 |
|
|
2023
Q2 | $5.69K | Hold |
40
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $5.9K | Hold |
40
| – | – | ﹤0.01% | 407 |
|
|
2022
Q4 | $6.13K | Hold |
40
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 421 |
|
|
2022
Q2 | $6K | Sell |
40
-2
| -5% | -$300 | ﹤0.01% | 436 |
|
|
2022
Q1 | $7K | Hold |
42
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $7K | Hold |
42
| – | – | ﹤0.01% | 375 |
|
|
2021
Q3 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 335 |
|