LBA Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $274K | Hold |
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|
2016
Q3 | $274K | Hold |
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|
2016
Q2 | $293K | Hold |
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|
2016
Q1 | $276K | Hold |
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|
2015
Q4 | $241K | Buy |
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|
2015
Q3 | $208K | Buy |
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|
2015
Q2 | $182K | Hold |
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|
2015
Q1 | $196K | Hold |
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|
2014
Q4 | $207K | Sell |
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|
2014
Q3 | $196K | Buy |
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|
2014
Q2 | $176K | Hold |
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|
2014
Q1 | $165K | Hold |
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|
2013
Q4 | $152K | Buy |
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