Quaker 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37,618
| Closed | -$5.35M | – | 56 |
|
|
2023
Q2 | $5.35M | Buy |
37,618
+609
| +2% | +$86.6K | 2.42% | 14 |
|
|
2023
Q1 | $5.46M | Buy |
37,009
+1,281
| +4% | +$189K | 2.55% | 13 |
|
|
2022
Q4 | $5.48M | Buy |
35,728
+297
| +0.8% | +$45.5K | 2.78% | 13 |
|
|
2022
Q3 | $5.04M | Sell |
35,431
-2,266
| -6% | -$322K | 2.64% | 14 |
|
|
2022
Q2 | $5.74M | Buy |
+37,697
| New | +$5.74M | 2.9% | 11 |
|