KMS Financial Services’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $321K | Sell |
3,510
-157
| -4% | -$14.4K | 0.05% | 358 |
|
|
2014
Q2 | $355K | Buy |
3,667
+327
| +10% | +$31.7K | 0.05% | 349 |
|
|
2014
Q1 | $302K | Buy |
3,340
+345
| +12% | +$31.2K | 0.05% | 369 |
|
|
2013
Q4 | $249K | Sell |
2,995
-120
| -4% | -$9.98K | 0.04% | 412 |
|
|
2013
Q3 | $254K | Hold |
3,115
| – | – | 0.06% | 334 |
|
|
2013
Q2 | $256K | Buy |
+3,115
| New | +$256K | 0.07% | 297 |
|