Guild Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,540
| Closed | -$1.15M | – | 51 |
|
|
2024
Q3 | $1.15M | Hold |
6,540
| – | – | 1.26% | 26 |
|
|
2024
Q2 | $976K | Buy |
6,540
+50
| +0.8% | +$7.46K | 1.11% | 24 |
|
|
2024
Q1 | $925K | Sell |
6,490
-380
| -6% | -$54.2K | 1.18% | 25 |
|
|
2023
Q4 | $942K | Buy |
6,870
+530
| +8% | +$72.6K | 1.5% | 25 |
|
|
2023
Q3 | $816K | Sell |
6,340
-80
| -1% | -$10.3K | 1.37% | 28 |
|
|
2023
Q2 | $920K | Buy |
+6,420
| New | +$920K | 1.29% | 30 |
|