Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $575K | Buy |
4,134
+282
| +7% | +$39.2K | 0.23% | 71 |
|
|
2021
Q2 | $535K | Sell |
3,852
-143
| -4% | -$19.9K | 0.21% | 74 |
|
|
2021
Q1 | $561K | Sell |
3,995
-245
| -6% | -$34.4K | 0.24% | 70 |
|
|
2020
Q4 | $582K | Sell |
4,240
-329
| -7% | -$45.2K | 0.25% | 64 |
|
|
2020
Q3 | $590K | Buy |
4,569
+427
| +10% | +$55.1K | 0.29% | 59 |
|
|
2020
Q2 | $512K | Buy |
4,142
+1
| +0% | +$124 | 0.28% | 66 |
|
|
2020
Q1 | $505K | Buy |
4,141
+140
| +3% | +$17.1K | 0.35% | 54 |
|
|
2019
Q4 | $572K | Sell |
4,001
-143
| -3% | -$20.4K | 0.31% | 61 |
|
|
2019
Q3 | $595K | Sell |
4,144
-110
| -3% | -$15.8K | 0.37% | 57 |
|
|
2019
Q2 | $565K | Hold |
4,254
| – | – | 0.34% | 59 |
|
|
2019
Q1 | $551K | Hold |
4,254
| – | – | 0.33% | 60 |
|
|
2018
Q4 | $501K | Buy |
4,254
+110
| +3% | +$13K | 0.34% | 60 |
|
|
2018
Q3 | $488K | Sell |
4,144
-560
| -12% | -$65.9K | 0.3% | 58 |
|
|
2018
Q2 | $545K | Hold |
4,704
| – | – | 0.36% | 55 |
|
|
2018
Q1 | $526K | Sell |
4,704
-479
| -9% | -$53.6K | 0.37% | 51 |
|
|
2017
Q4 | $604K | Hold |
5,183
| – | – | 0.38% | 50 |
|
|
2017
Q3 | $605K | Hold |
5,183
| – | – | 0.4% | 48 |
|
|
2017
Q2 | $592K | Hold |
5,183
| – | – | 0.41% | 49 |
|
|
2017
Q1 | $584K | Hold |
5,183
| – | – | 0.42% | 48 |
|
|
2016
Q4 | $555K | Hold |
5,183
| – | – | 0.4% | 50 |
|
|
2016
Q3 | $554K | Buy |
5,183
+1,112
| +27% | +$119K | 0.41% | 51 |
|
|
2016
Q2 | $466K | Buy |
4,071
+1
| +0% | +$114 | 0.38% | 50 |
|
|
2016
Q1 | $438K | Hold |
4,070
| – | – | 0.37% | 51 |
|
|
2015
Q4 | $382K | Buy |
+4,070
| New | +$382K | 0.32% | 52 |
|