LCM
VPU

Logan Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Logan Capital Management’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-240
Closed -$30.6K – 523
2023
Q3 		$30.6K Hold
240
– – ﹤0.01% 364
2023
Q2 		$34.2K Hold
240
– – ﹤0.01% 355
2023
Q1 		$35.3K Hold
240
– – ﹤0.01% 363
2022
Q4 		$36.5K Sell
240
-160
-40% -$23.7K ﹤0.01% 362
2022
Q3 		$57K Hold
400
– – ﹤0.01% 336
2022
Q2 		$61K Hold
400
– – ﹤0.01% 338
2022
Q1 		$65K Hold
400
– – ﹤0.01% 343
2021
Q4 		$63K Hold
400
– – ﹤0.01% 350
2021
Q3 		$56K Hold
400
– – ﹤0.01% 353
2021
Q2 		$56K Hold
400
– – ﹤0.01% 347
2021
Q1 		$56K Buy
+400
New +$54.5K ﹤0.01% 333

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