HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,415
| Closed | -$201K | – | 779 |
|
|
2023
Q2 | $201K | Hold |
1,415
| – | – | ﹤0.01% | 684 |
|
|
2023
Q1 | $209K | Sell |
1,415
-245
| -15% | -$36.1K | ﹤0.01% | 665 |
|
|
2022
Q4 | $255K | Buy |
+1,660
| New | +$255K | ﹤0.01% | 566 |
|
|
2022
Q1 | – | Sell |
-4,288
| Closed | -$671K | – | 618 |
|
|
2021
Q4 | $671K | Buy |
+4,288
| New | +$671K | 0.01% | 275 |
|