Fort Point Capital Partners’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
Q2
Sell
-12,350
Closed -$1.82M 293
2023
Q1
$1.82M Sell
12,350
-10,717
-46% -$1.58M 0.28% 60
2022
Q4
$3.54M Sell
23,067
-28,066
-55% -$4.3M 0.55% 39
2022
Q3
$7.27M Sell
51,133
-1,390
-3% -$198K 1.21% 17
2022
Q2
$8M Buy
+52,523
New +$8M 1.31% 17