Inspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,310
| Closed | -$472K | – | 473 |
|
|
2024
Q1 | $472K | Buy |
3,310
+69
| +2% | +$9.84K | 0.07% | 216 |
|
|
2023
Q4 | $444K | Buy |
+3,241
| New | +$444K | 0.07% | 206 |
|
|
2021
Q1 | – | Sell |
-119
| Closed | -$16K | – | 705 |
|
|
2020
Q4 | $16K | Buy |
+119
| New | +$16K | 0.01% | 460 |
|