LifeSteps Financial’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
Q1 | – | Sell |
-8,788
| Closed | -$1.21M | – | 85 |
|
|
2020
Q4 | $1.21M | Sell |
8,788
-212
| -2% | -$29.1K | 1.11% | 18 |
|
|
2020
Q3 | $1.16M | Sell |
9,000
-813
| -8% | -$105K | 1.23% | 18 |
|
|
2020
Q2 | $1.21M | Sell |
9,813
-2,062
| -17% | -$255K | 1.4% | 17 |
|
|
2020
Q1 | $1.45M | Sell |
11,875
-2,985
| -20% | -$364K | 1.67% | 20 |
|
|
2019
Q4 | $2.12M | Buy |
+14,860
| New | +$2.12M | 2% | 13 |
|