McDonald Partners’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
Q1
Sell
-8,100
Closed -$1.27M 692
2021
Q4
$1.27M Buy
+8,100
New +$1.27M 1.17% 27