Stableford Capital II’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $2.17M | Sell |
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|
2020
Q3 | $4.91M | Sell |
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|
2020
Q2 | $4.86M | Buy |
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|
2020
Q1 | $3.9M | Buy |
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