Integrated Advisors Network’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,948
| Closed | -$277K | – | 687 |
|
2023
Q2 | $277K | Sell |
1,948
-20
| -1% | -$2.84K | 0.02% | 562 |
|
2023
Q1 | $290K | Sell |
1,968
-30
| -2% | -$4.43K | 0.02% | 557 |
|
2022
Q4 | $306K | Hold |
1,998
| – | – | 0.02% | 507 |
|
2022
Q3 | $284K | Buy |
1,998
+20
| +1% | +$2.84K | 0.02% | 519 |
|
2022
Q2 | $301K | Buy |
1,978
+410
| +26% | +$62.4K | 0.02% | 529 |
|
2022
Q1 | $254K | Buy |
+1,568
| New | +$254K | 0.01% | 582 |
|