Silver Oak Securities’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 |
-11,580
| Closed | -$1.59M | – | 548 |
|
|
2023
Q4 | $1.59M | Buy |
11,580
+9,567
| +475% | +$1.31M | 0.21% | 108 |
|
|
2023
Q3 | $257K | Buy |
+2,013
| New | +$257K | 0.06% | 252 |
|
|
2023
Q2 | – | Sell |
-1,378
| Closed | -$204K | – | 489 |
|
|
2023
Q1 | $204K | Buy |
1,378
+14
| +1% | +$2.07K | 0.03% | 374 |
|
|
2022
Q4 | $209K | Sell |
1,364
-649
| -32% | -$99.4K | 0.04% | 279 |
|
|
2022
Q3 | $257K | Buy |
2,013
+664
| +49% | +$84.7K | 0.06% | 252 |
|
|
2022
Q2 | $205K | Buy |
+1,349
| New | +$205K | 0.05% | 261 |
|