Sowell Financial Services’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,090
| Closed | -$878K | – | 2689 |
|
|
2021
Q1 | $878K | Buy |
6,090
+1,009
| +20% | +$145K | 0.03% | 450 |
|
|
2020
Q4 | $697K | Buy |
5,081
+2,748
| +118% | +$377K | 0.03% | 426 |
|
|
2020
Q3 | $301K | Sell |
2,333
-5,429
| -70% | -$700K | 0.02% | 616 |
|
|
2020
Q2 | $960K | Buy |
7,762
+7,201
| +1,284% | +$891K | 0.05% | 282 |
|
|
2020
Q1 | $68K | Buy |
561
+45
| +9% | +$5.46K | 0.01% | 952 |
|
|
2019
Q4 | $74K | Buy |
516
+200
| +63% | +$28.7K | 0.01% | 1000 |
|
|
2019
Q3 | $45K | Buy |
+316
| New | +$45K | ﹤0.01% | 1031 |
|
|
2019
Q1 | $956K | Buy |
+7,375
| New | +$956K | 0.11% | 206 |
|