Mariner Independent Advisor Network’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,246
| Closed | -$1.98M | – | 388 |
|
|
2020
Q1 | $1.98M | Buy |
17,246
+1,280
| +8% | +$147K | 0.18% | 130 |
|
|
2019
Q4 | $2.28M | Buy |
15,966
+1,192
| +8% | +$170K | 0.16% | 137 |
|
|
2019
Q3 | $2.12M | Buy |
+14,774
| New | +$2.12M | 0.16% | 141 |
|
|
2017
Q3 | – | Sell |
-11,099
| Closed | -$1.27M | – | 204 |
|
|
2017
Q2 | $1.27M | Buy |
+11,099
| New | +$1.27M | 0.18% | 123 |
|