HKIMG
Hutchens & Kramer Investment Management Group’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,060
| Closed | -$316K | – | 136 |
|
|
2022
Q4 | $316K | Sell |
2,060
-2,200
| -52% | -$337K | 0.23% | 68 |
|
|
2022
Q3 | $624K | Sell |
4,260
-10,444
| -71% | -$1.53M | 0.51% | 43 |
|
|
2022
Q2 | $2.3M | Buy |
14,704
+7,918
| +117% | +$1.24M | 1.69% | 16 |
|
|
2022
Q1 | $1.11M | Buy |
6,786
+44
| +0.7% | +$7.22K | 0.62% | 43 |
|
|
2021
Q4 | $1.05M | Buy |
+6,742
| New | +$1.05M | 0.66% | 41 |
|