Harrison & Co Wealth 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
2022
Q4
$246K Buy
+1,601
New +$246K 0.24% 76
2022
Q3
Sell
-1,423
Closed -$217K 78
2022
Q2
$217K Sell
1,423
-4
-0.3% -$610 0.21% 75
2022
Q1
$231K Sell
1,427
-225
-14% -$36.4K 0.2% 74
2021
Q4
$258K Buy
+1,652
New +$258K 0.22% 75