Secure Asset Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,832
| Closed | -$251K | – | 259 |
|
|
2023
Q4 | $251K | Sell |
1,832
-473
| -21% | -$64.8K | 0.07% | 192 |
|
|
2023
Q3 | $294K | Buy |
2,305
+517
| +29% | +$65.9K | 0.09% | 164 |
|
|
2023
Q2 | $254K | Buy |
+1,788
| New | +$254K | 0.08% | 161 |
|
|
2023
Q1 | – | Sell |
-1,317
| Closed | -$202K | – | 209 |
|
|
2022
Q4 | $202K | Buy |
+1,317
| New | +$202K | 0.07% | 191 |
|
|
2022
Q2 | – | Sell |
-1,425
| Closed | -$231K | – | 223 |
|
|
2022
Q1 | $231K | Buy |
+1,425
| New | +$231K | 0.1% | 173 |
|