Doyle Wealth Management’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
Q3 | $268K | Hold |
1,882
| – | – | 0.02% | 176 |
|
|
2022
Q2 | $287K | Buy |
1,882
+341
| +22% | +$52K | 0.02% | 176 |
|
|
2022
Q1 | $249K | Buy |
1,541
+1
| +0.1% | +$162 | 0.02% | 214 |
|
|
2021
Q4 | $241K | Sell |
1,540
-28
| -2% | -$4.38K | 0.02% | 207 |
|
|
2021
Q3 | $218K | Sell |
1,568
-370
| -19% | -$51.4K | 0.02% | 211 |
|
|
2021
Q2 | $269K | Sell |
1,938
-199
| -9% | -$27.6K | 0.02% | 191 |
|
|
2021
Q1 | $300K | Sell |
2,137
-10
| -0.5% | -$1.4K | 0.03% | 175 |
|
|
2020
Q4 | $295K | Sell |
2,147
-588
| -21% | -$80.8K | 0.03% | 169 |
|
|
2020
Q3 | $353K | Sell |
2,735
-257
| -9% | -$33.2K | 0.04% | 138 |
|
|
2020
Q2 | $370K | Sell |
2,992
-298
| -9% | -$36.9K | 0.05% | 130 |
|
|
2020
Q1 | $401K | Buy |
3,290
+7
| +0.2% | +$853 | 0.06% | 118 |
|
|
2019
Q4 | $469K | Buy |
3,283
+44
| +1% | +$6.29K | 0.06% | 128 |
|
|
2019
Q3 | $465K | Buy |
3,239
+405
| +14% | +$58.1K | 0.06% | 122 |
|
|
2019
Q2 | $377K | Buy |
2,834
+762
| +37% | +$101K | 0.05% | 134 |
|
|
2019
Q1 | $268K | Sell |
2,072
-218
| -10% | -$28.2K | 0.04% | 163 |
|
|
2018
Q4 | $270K | Buy |
+2,290
| New | +$270K | 0.05% | 153 |
|