Northstar Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,645
Closed -$225K 107
2023
Q4
$225K Sell
1,645
-1,930
-54% -$265K 0.13% 91
2023
Q3
$456K Buy
+3,575
New +$456K 0.33% 57