Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $2.13M | Sell |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.93M | Buy |
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|
2022
Q3 | $2.57M | Buy |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.57M | Sell |
|
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.6M | Sell |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $2.34M | Sell |
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|
2020
Q3 | $2.5M | Sell |
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|
2020
Q2 | $3.35M | Buy |
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|
2020
Q1 | $3.24M | Buy |
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|
2019
Q4 | $3.24M | Buy |
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