Shira Ridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,185
| Closed | -$985K | – | 77 |
|
|
2023
Q4 | $985K | Sell |
7,185
-12,373
| -63% | -$1.7M | 0.59% | 29 |
|
|
2023
Q3 | $2.49M | Sell |
19,558
-8,577
| -30% | -$1.09M | 1.64% | 17 |
|
|
2023
Q2 | $4M | Sell |
28,135
-647
| -2% | -$92K | 2.51% | 12 |
|
|
2023
Q1 | $4.25M | Sell |
28,782
-1,252
| -4% | -$185K | 2.8% | 12 |
|
|
2022
Q4 | $4.61M | Buy |
+30,034
| New | +$4.61M | 3.17% | 10 |
|