Sonata Capital Group’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
Q2
Sell
-2,240
Closed -$273K 113
2020
Q1
$273K Buy
2,240
+520
+30% +$63.4K 0.21% 85
2019
Q4
$246K Buy
1,720
+20
+1% +$2.86K 0.15% 99
2019
Q3
$244K Buy
+1,700
New +$244K 0.17% 92