Laidlaw Wealth Management’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 |
-5,716
| Closed | -$813K | – | 372 |
|
|
2023
Q2 | $813K | Sell |
5,716
-69
| -1% | -$9.81K | 0.16% | 145 |
|
|
2023
Q1 | $853K | Sell |
5,785
-293
| -5% | -$43.2K | 0.17% | 138 |
|
|
2022
Q4 | $932K | Buy |
6,078
+4,587
| +308% | +$704K | 0.2% | 127 |
|
|
2022
Q3 | $212K | Buy |
1,491
+76
| +5% | +$10.8K | 0.05% | 293 |
|
|
2022
Q2 | $216K | Buy |
+1,415
| New | +$216K | 0.04% | 330 |
|