Frontier 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
Q2 | $834K | Buy |
+5,472
| New | +$834K | 0.06% | 195 |
|
|
2022
Q1 | – | Sell |
-5,463
| Closed | -$854K | – | 442 |
|
|
2021
Q4 | $854K | Buy |
5,463
+34
| +0.6% | +$5.32K | 0.06% | 211 |
|
|
2021
Q3 | $755K | Buy |
5,429
+820
| +18% | +$114K | 0.05% | 223 |
|
|
2021
Q2 | $639K | Buy |
4,609
+3
| +0.1% | +$416 | 0.04% | 232 |
|
|
2021
Q1 | $647K | Buy |
+4,606
| New | +$647K | 0.05% | 212 |
|