Family Investment Center’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
-1,603
Closed -$228K 58
2023
Q2
$228K Sell
1,603
-363
-18% -$51.6K 0.15% 44
2023
Q1
$290K Sell
1,966
-412
-17% -$60.8K 0.2% 38
2022
Q4
$365K Buy
+2,378
New +$365K 0.27% 31