SVWAG
Sound View Wealth Advisors Group’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,909
| Closed | -$262K | – | 273 |
|
|
2020
Q4 | $262K | Sell |
1,909
-63
| -3% | -$8.65K | 0.06% | 220 |
|
|
2020
Q3 | $255K | Sell |
1,972
-26
| -1% | -$3.36K | 0.07% | 212 |
|
|
2020
Q2 | $247K | Sell |
1,998
-874
| -30% | -$108K | 0.07% | 208 |
|
|
2020
Q1 | $350K | Buy |
2,872
+813
| +39% | +$99.1K | 0.12% | 147 |
|
|
2019
Q4 | $294K | Buy |
+2,059
| New | +$294K | 0.08% | 193 |
|