SFS
VPU

Sowell Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Sowell Financial Services’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,090
Closed -$878K – 2688
2021
Q1 		$878K Buy
6,090
+1,009
+20% +$137K 0.03% 450
2020
Q4 		$697K Buy
5,081
+2,748
+118% +$379K 0.03% 426
2020
Q3 		$301K Sell
2,333
-5,429
-70% -$702K 0.02% 616
2020
Q2 		$960K Buy
7,762
+7,201
+1,284% +$912K 0.05% 282
2020
Q1 		$68K Buy
561
+45
+9% +$6.33K 0.01% 952
2019
Q4 		$74K Buy
516
+200
+63% +$28.1K 0.01% 1000
2019
Q3 		$45K Buy
+316
New +$43.4K ﹤0.01% 1031
2019
Q1 		$956K Buy
+7,375
New +$915K 0.11% 206

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