EP
Eudaimonia Partners’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,820
| Closed | -$279K | – | 379 |
|
|
2022
Q4 | $279K | Buy |
+1,820
| New | +$279K | 0.07% | 260 |
|
|
2022
Q2 | – | Sell |
-14,241
| Closed | -$2.3M | – | 445 |
|
|
2022
Q1 | $2.3M | Buy |
+14,241
| New | +$2.3M | 0.39% | 67 |
|
|
2021
Q3 | $3.97M | Buy |
28,547
+1,599
| +6% | +$222K | 0.72% | 31 |
|
|
2021
Q2 | $3.74M | Buy |
26,948
+2
| +0% | +$277 | 0.7% | 33 |
|
|
2021
Q1 | $3.79M | Buy |
26,946
+6,026
| +29% | +$847K | 0.79% | 22 |
|
|
2020
Q4 | $2.87M | Buy |
20,920
+1,335
| +7% | +$183K | 0.64% | 37 |
|
|
2020
Q3 | $2.53M | Buy |
+19,585
| New | +$2.53M | 0.65% | 36 |
|