JWM
Janiczek Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.15K | Hold |
8
| – | – | ﹤0.01% | 915 |
|
|
2024
Q1 | $1.1K | Hold |
8
| – | – | ﹤0.01% | 935 |
|
|
2023
Q4 | $1.05K | Buy |
8
+1
| +14% | +$131 | ﹤0.01% | 933 |
|
|
2023
Q3 | $965 | Hold |
7
| – | – | ﹤0.01% | 923 |
|
|
2023
Q2 | $1.07K | Hold |
7
| – | – | ﹤0.01% | 839 |
|
|
2023
Q1 | $1.11K | Hold |
7
| – | – | ﹤0.01% | 840 |
|
|
2022
Q4 | $1.15K | Sell |
7
-21
| -75% | -$3.46K | ﹤0.01% | 842 |
|
|
2022
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 701 |
|
|
2022
Q2 | $5K | Buy |
28
+21
| +300% | +$3.75K | ﹤0.01% | 676 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 912 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 971 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 942 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 878 |
|
|
2021
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 841 |
|