Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $268K | Hold |
1,760
| – | – | 0.18% | 112 |
|
|
2022
Q1 | $285K | Sell |
1,760
-300
| -15% | -$48.6K | 0.16% | 119 |
|
|
2021
Q4 | $322K | Buy |
2,060
+300
| +17% | +$46.9K | 0.18% | 113 |
|
|
2021
Q3 | $245K | Hold |
1,760
| – | – | 0.15% | 120 |
|
|
2021
Q2 | $244K | Hold |
1,760
| – | – | 0.15% | 118 |
|
|
2021
Q1 | $247K | Hold |
1,760
| – | – | 0.16% | 113 |
|
|
2020
Q4 | $242K | Hold |
1,760
| – | – | 0.18% | 109 |
|
|
2020
Q3 | $227K | Hold |
1,760
| – | – | 0.19% | 101 |
|
|
2020
Q2 | $218K | Hold |
1,760
| – | – | 0.2% | 105 |
|
|
2020
Q1 | $215K | Hold |
1,760
| – | – | 0.25% | 87 |
|
|
2019
Q4 | $248K | Buy |
+1,760
| New | +$248K | 0.21% | 104 |
|