Royal Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,145
| Closed | -$432K | – | 83 |
|
|
2020
Q4 | $432K | Sell |
3,145
-561
| -15% | -$77.1K | 0.36% | 63 |
|
|
2020
Q3 | $478K | Buy |
3,706
+105
| +3% | +$13.5K | 0.45% | 59 |
|
|
2020
Q2 | $445K | Sell |
3,601
-1,795
| -33% | -$222K | 0.44% | 61 |
|
|
2020
Q1 | $658K | Sell |
5,396
-4,137
| -43% | -$504K | 0.76% | 41 |
|
|
2019
Q4 | $1.36M | Buy |
+9,533
| New | +$1.36M | 1.31% | 23 |
|