Homrich & Berg’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$596K Sell
2021
Q2
$694K Sell
2021
Q1
$737K Buy
2020
Q4
$690K Buy
2018
Q1
Sell
2017
Q4
$299K Hold
2017
Q3
$300K Hold
2017
Q2
$293K Hold
2017
Q1
$289K Hold
2016
Q4
$275K Hold
2016
Q3
$274K Hold
2016
Q2
$294K Hold
2016
Q1
$276K Hold
2015
Q4
$241K Hold
2015
Q3
$239K Buy