Selective Wealth Management’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
2022 Q4	–	Sell	-818	Closed	-$116K	–	709
2022 Q3	$116K	Hold	818	–	–	0.05%	186
2022 Q2	$125K	Buy	818 +6	+0.7%	+$944	0.04%	194
2022 Q1	$131K	Buy	812 +5	+0.6%	+$756	0.05%	181
2021 Q4	$126K	Buy	807 +12	+2%	+$1.77K	0.05%	169
2021 Q3	$111K	Hold	795	–	–	0.06%	170
2021 Q2	$110K	Sell	795 -376	-32%	-$53.9K	0.09%	110
2021 Q1	$165K	Sell	1,171 -868	-43%	-$118K	0.15%	62
2020 Q4	$280K	Buy	2,039 +14	+0.7%	+$1.93K	0.18%	41
2020 Q3	$261K	Buy	2,025 +10	+0.5%	+$1.29K	0.2%	39
2020 Q2	$249K	Buy	2,015 +615	+44%	+$77.9K	0.21%	37
2020 Q1	$171K	Buy	1,400 +10	+0.7%	+$1.41K	0.27%	24
2019 Q4	$199K	Sell	1,390 -575	-29%	-$80.9K	0.24%	29
2019 Q3	$282K	Sell	1,965 -172	-8%	-$23.6K	0.39%	20
2019 Q2	$284K	Buy	+2,137	New	+$279K	0.46%	28