Kore Private Wealth’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-313
| Closed | -$38K | – | 1058 |
|
|
2020
Q2 | $38K | Buy |
313
+40
| +15% | +$4.86K | 0.01% | 519 |
|
|
2020
Q1 | $33K | Sell |
273
-1,037
| -79% | -$125K | 0.01% | 501 |
|
|
2019
Q4 | $187K | Buy |
+1,310
| New | +$187K | 0.04% | 256 |
|
|
2019
Q1 | – | Sell |
-563
| Closed | -$66K | – | 984 |
|
|
2018
Q4 | $66K | Buy |
+563
| New | +$66K | 0.02% | 328 |
|