FSC Wealth Advisors’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 |
-514
| Closed | -$75.8K | – | 197 |
|
|
2023
Q1 | $75.8K | Buy |
514
+253
| +97% | +$37.3K | 0.12% | 45 |
|
|
2022
Q4 | $40K | Hold |
261
| – | – | 0.07% | 58 |
|
|
2022
Q3 | $37K | Sell |
261
-61
| -19% | -$8.65K | 0.36% | 52 |
|
|
2022
Q2 | $49K | Buy |
322
+28
| +10% | +$4.26K | 0.43% | 52 |
|
|
2022
Q1 | $48K | Sell |
294
-17
| -5% | -$2.78K | 0.05% | 69 |
|
|
2021
Q4 | $49K | Buy |
+311
| New | +$49K | 0.03% | 76 |
|