LGT Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-210	Closed	-$29.9K	–	866
2024 Q1	$29.9K	Sell	210 -2	-0.9%	-$285	0.03%	289
2023 Q4	$29K	Sell	212 -98	-32%	-$13.4K	0.04%	275
2023 Q3	$39.5K	Buy	+310	New	+$39.5K	0.05%	237