Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-209
| Closed | -$29K | – | 1081 |
|
|
2021
Q3 | $29K | Hold |
209
| – | – | 0.01% | 555 |
|
|
2021
Q2 | $29K | Buy |
209
+4
| +2% | +$555 | 0.01% | 429 |
|
|
2021
Q1 | $28K | Hold |
205
| – | – | 0.01% | 402 |
|
|
2020
Q4 | $28K | Buy |
205
+1
| +0.5% | +$137 | 0.01% | 398 |
|
|
2020
Q3 | $26K | Buy |
204
+2
| +1% | +$255 | 0.02% | 360 |
|
|
2020
Q2 | $25K | Buy |
202
+2
| +1% | +$248 | 0.02% | 348 |
|
|
2020
Q1 | $24K | Buy |
200
+1
| +0.5% | +$120 | 0.02% | 331 |
|
|
2019
Q4 | $28K | Buy |
+199
| New | +$28K | 0.02% | 356 |
|
|
2019
Q3 | – | Sell |
-197
| Closed | -$26K | – | 991 |
|
|
2019
Q2 | $26K | Buy |
+197
| New | +$26K | 0.02% | 366 |
|