Halpern Financial’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
Q1 | – | Sell |
-65
| Closed | -$10.2K | – | 276 |
|
|
2021
Q4 | $10.2K | Hold |
65
| – | – | ﹤0.01% | 182 |
|
|
2021
Q3 | $9.04K | Hold |
65
| – | – | ﹤0.01% | 184 |
|
|
2021
Q2 | $9.02K | Hold |
65
| – | – | ﹤0.01% | 149 |
|
|
2021
Q1 | $9.13K | Hold |
65
| – | – | ﹤0.01% | 146 |
|
|
2020
Q4 | $8.92K | Hold |
65
| – | – | ﹤0.01% | 130 |
|
|
2020
Q3 | $8.39K | Buy |
+65
| New | +$8.39K | 0.01% | 120 |
|