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