SkyOak Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,075
Closed -$504K 245
2020
Q2
$504K Buy
4,075
+222
+6% +$27.5K 0.19% 129
2020
Q1
$470K Buy
+3,853
New +$470K 0.24% 97