Safeguard Investment Advisory Group’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
2023
Q4
Sell
2023
Q3
$207K Sell
2023
Q2
$287K Sell
2023
Q1
$558K Sell
2022
Q4
$3.61M Buy
2022
Q3
$2.69M Buy
2022
Q2
$1.13M Hold
2022
Q1
$1.13M Buy
2021
Q4
$512K Buy
2021
Q1
Sell
2020
Q4
$157K Buy