Perennial Advisors’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $51K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $59K | Hold |
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|
2018
Q3 | $59K | Hold |
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|
2018
Q2 | $58K | Hold |
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|
2018
Q1 | $56K | Hold |
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|
2017
Q4 | $58K | Hold |
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|
2017
Q3 | $58K | Hold |
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|
2017
Q2 | $57K | Sell |
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|
2017
Q1 | $125K | Sell |
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|
2016
Q4 | $582K | Buy |
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