Kovitz Investment Group Partners’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,438
Closed -$202K 424
2021
Q1
$202K Buy
+1,438
New +$202K ﹤0.01% 391