Gupta Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $48K | Sell |
450
-120
| -21% | -$12.8K | 0.01% | 447 |
|
|
2015
Q4 | $54K | Sell |
570
-28
| -5% | -$2.65K | 0.01% | 419 |
|
|
2015
Q3 | $56K | Buy |
598
+28
| +5% | +$2.62K | 0.01% | 430 |
|
|
2015
Q2 | $51K | Hold |
570
| – | – | 0.01% | 466 |
|
|
2015
Q1 | $55K | Buy |
+570
| New | +$55K | 0.02% | 389 |
|