Independent Order of Foresters’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
Q4 | – | Sell |
-10,391
| Closed | -$1.81M | – | 9 |
|
|
2024
Q3 | $1.81M | Hold |
10,391
| – | – | 1.04% | 9 |
|
|
2024
Q2 | $1.54M | Hold |
10,391
| – | – | 0.95% | 10 |
|
|
2024
Q1 | $1.48M | Buy |
+10,391
| New | +$1.48M | 0.94% | 11 |
|
|
2021
Q2 | – | Sell |
-3,684
| Closed | -$518K | – | 14 |
|
|
2021
Q1 | $518K | Sell |
3,684
-406
| -10% | -$57.1K | 0.31% | 14 |
|
|
2020
Q4 | $561K | Hold |
4,090
| – | – | 0.33% | 12 |
|
|
2020
Q3 | $528K | Hold |
4,090
| – | – | 0.36% | 12 |
|
|
2020
Q2 | $506K | Buy |
+4,090
| New | +$506K | 0.37% | 12 |
|