Householder Group Estate & Retirement Specialist’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-249
| Closed | -$35.5K | – | 1348 |
|
|
2024
Q1 | $35.5K | Sell |
249
-222
| -47% | -$31.7K | 0.01% | 545 |
|
|
2023
Q4 | $64K | Sell |
471
-218
| -32% | -$29.6K | 0.02% | 414 |
|
|
2023
Q3 | $88K | Buy |
+689
| New | +$88K | 0.03% | 345 |
|
|
2023
Q1 | $129K | Buy |
+875
| New | +$129K | 0.05% | 253 |
|
|
2022
Q4 | – | Sell |
-862
| Closed | -$122K | – | 1137 |
|
|
2022
Q3 | $122K | Buy |
+862
| New | +$122K | 0.05% | 235 |
|