Lloyd Park’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$938K Sell
6,593
-6,572
-50% -$935K 1.16% 31
2022
Q2
$2.01M Buy
13,165
+9
+0.1% +$1.37K 2.1% 9
2022
Q1
$2.13M Buy
13,156
+3,753
+40% +$607K 2.35% 8
2021
Q4
$1.47M Buy
+9,403
New +$1.47M 0.82% 23