Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-700
| Closed | -$91K | – | 414 |
|
|
2019
Q1 | $91K | Hold |
700
| – | – | 0.06% | 113 |
|
|
2018
Q4 | $82K | Hold |
700
| – | – | 0.06% | 116 |
|
|
2018
Q3 | $83K | Hold |
700
| – | – | 0.05% | 135 |
|
|
2018
Q2 | $81K | Hold |
700
| – | – | 0.06% | 125 |
|
|
2018
Q1 | $78K | Hold |
700
| – | – | 0.05% | 122 |
|
|
2017
Q4 | $77K | Hold |
700
| – | – | 0.05% | 122 |
|
|
2017
Q3 | $82K | Hold |
700
| – | – | 0.05% | 125 |
|
|
2017
Q2 | $80K | Hold |
700
| – | – | 0.05% | 129 |
|
|
2017
Q1 | $79K | Hold |
700
| – | – | 0.06% | 117 |
|
|
2016
Q4 | $75K | Buy |
+700
| New | +$75K | 0.06% | 119 |
|