Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
-140
| Closed | -$21K | – | 1911 |
|
|
2022
Q2 | $21K | Buy |
140
+1
| +0.7% | +$150 | ﹤0.01% | 995 |
|
|
2022
Q1 | $23K | Buy |
139
+1
| +0.7% | +$165 | ﹤0.01% | 1040 |
|
|
2021
Q4 | $22K | Buy |
138
+2
| +1% | +$319 | ﹤0.01% | 1191 |
|
|
2021
Q3 | $19K | Sell |
136
-14
| -9% | -$1.96K | ﹤0.01% | 1244 |
|
|
2021
Q2 | $21K | Sell |
150
-97
| -39% | -$13.6K | ﹤0.01% | 1158 |
|
|
2021
Q1 | $35K | Hold |
247
| – | – | 0.01% | 898 |
|
|
2020
Q4 | $34K | Buy |
247
+114
| +86% | +$15.7K | 0.01% | 815 |
|
|
2020
Q3 | $17K | Buy |
+133
| New | +$17K | 0.01% | 870 |
|