Hall Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,435
| Closed | -$523K | – | 44 |
|
|
2022
Q2 | $523K | Sell |
3,435
-117
| -3% | -$17.8K | 0.29% | 31 |
|
|
2022
Q1 | $575K | Hold |
3,552
| – | – | 0.31% | 32 |
|
|
2021
Q4 | $556K | Hold |
3,552
| – | – | 0.35% | 33 |
|
|
2021
Q3 | $494K | Sell |
3,552
-619
| -15% | -$86.1K | 0.32% | 35 |
|
|
2021
Q2 | $579K | Buy |
+4,171
| New | +$579K | 0.38% | 34 |
|